Peterson Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 118,582 shares of VNQ stock, worth $10.6 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
118,582
Previous 103,179 14.93%
Holding current value
$10.6 Million
Previous $9.19 Million 17.97%
% of portfolio
1.92%
Previous 1.74%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$88.47 - $93.24 $1.36 Million - $1.44 Million
15,403 Added 14.93%
118,582 $10.8 Million
Q2 2025

Jul 07, 2025
BUY
$79.79 - $91.42 $137,478 - $157,516
1,723 Added 1.7%
103,179 $9.19 Million
Q1 2025

Apr 30, 2025
SELL
$85.55 - $94.34 $12,832 - $14,151
-150 Reduced 0.15%
101,456 $9.19 Million
Q4 2024

Jan 17, 2025
SELL
$87.85 - $98.6 $517,963 - $581,345
-5,896 Reduced 5.48%
101,606 $9.05 Million
Q3 2024

Oct 24, 2024
BUY
$82.97 - $98.97 $224,516 - $267,812
2,706 Added 2.58%
107,502 $10.5 Million
Q2 2024

Jul 18, 2024
SELL
$78.61 - $85.97 $3.2 Million - $3.5 Million
-40,745 Reduced 28.0%
104,796 $8.78 Million
Q1 2024

Apr 15, 2024
BUY
$82.58 - $89.12 $440,977 - $475,900
5,340 Added 3.81%
145,541 $12.6 Million
Q4 2023

Jan 10, 2024
BUY
$71.05 - $89.54 $547,866 - $690,442
7,711 Added 5.82%
140,201 $12.4 Million
Q3 2023

Oct 05, 2023
BUY
$75.44 - $86.89 $482,740 - $556,009
6,399 Added 5.07%
132,490 $10 Million
Q2 2023

Jul 13, 2023
SELL
$78.4 - $83.98 $34,182 - $36,615
-436 Reduced 0.34%
126,091 $10.5 Million
Q1 2023

Apr 06, 2023
BUY
$77.59 - $93.7 $336,585 - $406,470
4,338 Added 3.55%
126,527 $10.5 Million
Q4 2022

Jan 20, 2023
BUY
$76.14 - $88.09 $64,262 - $74,347
844 Added 0.7%
122,189 $0
Q3 2022

Oct 17, 2022
BUY
$79.28 - $102.13 $254,647 - $328,041
3,212 Added 2.72%
121,345 $9.73 Million
Q2 2022

Jul 21, 2022
BUY
$87.04 - $112.5 $587,607 - $759,487
6,751 Added 6.06%
118,133 $10.8 Million
Q1 2022

Apr 21, 2022
BUY
$99.96 - $115.1 $414,034 - $476,744
4,142 Added 3.86%
111,382 $12.1 Million
Q4 2021

Jan 25, 2022
BUY
$102.53 - $116.01 $969,011 - $1.1 Million
9,451 Added 9.66%
107,240 $12.4 Million
Q3 2021

Oct 21, 2021
BUY
$101.78 - $110.92 $9.46 Million - $10.3 Million
92,956 Added 1923.36%
97,789 $9.95 Million
Q2 2021

Aug 02, 2021
SELL
$93.53 - $105.5 $1,122 - $1,266
-12 Reduced 0.25%
4,833 $492,000
Q1 2021

Apr 28, 2021
SELL
$81.97 - $92.98 $9,426 - $10,692
-115 Reduced 2.32%
4,845 $445,000
Q4 2020

Jan 25, 2021
SELL
$76.08 - $86.67 $41,920 - $47,755
-551 Reduced 10.0%
4,960 $421,000
Q3 2020

Oct 20, 2020
BUY
$76.31 - $83.64 $58,987 - $64,653
773 Added 16.31%
5,511 $435,000
Q2 2020

Jul 20, 2020
SELL
$64.53 - $86.79 $44,783 - $60,232
-694 Reduced 12.78%
4,738 $372,000
Q1 2020

Apr 21, 2020
SELL
$56.91 - $99.57 $81,552 - $142,683
-1,433 Reduced 20.87%
5,432 $379,000
Q4 2019

Jan 23, 2020
SELL
$90.14 - $95.25 $56,607 - $59,817
-628 Reduced 8.38%
6,865 $637,000
Q3 2019

Oct 17, 2019
BUY
$91.64 - $93.61 $1,924 - $1,965
21 Added 0.28%
7,493 $699,000
Q1 2019

Apr 16, 2019
SELL
N/A
-4,497 Reduced 37.57%
7,472 $658,000
Q4 2018

Jan 29, 2019
SELL
N/A
-4,207 Reduced 26.01%
11,969 $893,000
Q3 2018

Oct 17, 2018
SELL
N/A
-1,415 Reduced 8.04%
16,176 $1.31 Million
Q2 2018

Jul 18, 2018
SELL
N/A
-1,807 Reduced 9.32%
17,591 $1.43 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-35,109 Reduced 64.41%
19,398 $1.46 Million
Q4 2017

Mar 19, 2018
BUY
N/A
54,507
54,507 $4.52 Million

Others Institutions Holding VNQ

# of Institutions
1,935
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email