Peterson Wealth Advisors, LLC Vanguard Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 17,888 shares of VGSH stock, worth $1.05 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

17,888

Previous 5,280 238.79%

Holding current value

$1.05 Million

Previous $311,000 234.41%

% of portfolio

0.22%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$58.02 - $58.88 $731,516 - $742,359	12,608 Added 238.79%	17,888 $1.04 Million
Q3 2024 Oct 24, 2024	SELL	$57.74 - $59.13 $25,347 - $25,958	-439 Reduced 7.68%	5,280 $311,000
Q2 2024 Jul 18, 2024	SELL	$57.55 - $58.0 $3,510 - $3,538	-61 Reduced 1.06%	5,719 $331,000
Q1 2024 Apr 15, 2024	SELL	$57.88 - $58.54 $42,831 - $43,319	-740 Reduced 11.35%	5,780 $335,000
Q4 2023 Jan 10, 2024	BUY	$57.34 - $58.41 $31,020 - $31,599	541 Added 9.05%	6,520 $380,000
Q3 2023 Oct 05, 2023	BUY	$57.47 - $57.91 $72,297 - $72,850	1,258 Added 26.65%	5,979 $344,000
Q2 2023 Jul 13, 2023	BUY	$57.72 - $58.69 $272,496 - $277,075	4,721 New	4,721 $272,000

Others Institutions Holding VGSH

# of Institutions

982

Shares Held

263M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Peterson Wealth Advisors, LLC Vanguard Transaction History