Peterson Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Peterson Wealth Advisors, LLC

  • $445 Million
  • Q2 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 668 shares of VOO stock, worth $349,170. This represents 0.08% of its overall portfolio holdings.

Number of Shares
668
Previous 618 8.09%
Holding current value
$349,170
Previous $297,000 12.46%
% of portfolio
0.08%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$455.1 - $504.28 $22,755 - $25,214
50 Added 8.09%
668 $334,000
Q1 2024

Apr 15, 2024
BUY
$429.43 - $481.35 $265,387 - $297,474
618 New
618 $297,000
Q3 2023

Oct 05, 2023
BUY
$392.7 - $420.68 $2,748 - $2,944
7 Added 0.41%
1,697 $666,000
Q2 2023

Jul 13, 2023
SELL
$371.44 - $407.28 $7,428 - $8,145
-20 Reduced 1.17%
1,690 $688,000
Q4 2022

Jan 20, 2023
SELL
$327.64 - $374.54 $174,959 - $200,004
-534 Reduced 23.8%
1,710 $0
Q3 2022

Oct 17, 2022
SELL
$328.3 - $395.04 $59,094 - $71,107
-180 Reduced 7.43%
2,244 $737,000
Q2 2022

Jul 21, 2022
BUY
$337.07 - $419.85 $241,005 - $300,192
715 Added 41.84%
2,424 $841,000
Q1 2022

Apr 21, 2022
SELL
$382.7 - $439.25 $2,296 - $2,635
-6 Reduced 0.35%
1,709 $710,000
Q4 2021

Jan 25, 2022
BUY
$394.21 - $439.01 $3,547 - $3,951
9 Added 0.53%
1,715 $749,000
Q3 2021

Oct 21, 2021
BUY
$390.68 - $416.73 $781 - $833
2 Added 0.12%
1,706 $673,000
Q2 2021

Aug 02, 2021
BUY
$368.16 - $394.32 $627,344 - $671,921
1,704 New
1,704 $671,000
Q4 2020

Jan 25, 2021
SELL
$299.82 - $343.69 $290,225 - $332,691
-968 Closed
0 $0
Q3 2020

Oct 20, 2020
BUY
$285.37 - $328.74 $276,238 - $318,220
968 New
968 $298,000

Others Institutions Holding VOO

# of Institutions
3,001
Shares Held
375M
Call Options Held
1.16M
Put Options Held
1.02M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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