Peterson Wealth Advisors, LLC Vanguard Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 5,280 shares of VGSH stock, worth $307,401. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,280
Previous 5,719
7.68%
Holding current value
$307,401
Previous $331,000
6.04%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio