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%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
981Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio