Peterson Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 56,693 shares of VTI stock, worth $15.8 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

56,693

Previous 60,622 6.48%

Holding current value

$15.8 Million

Previous $17.2 Million 4.28%

% of portfolio

3.41%

Previous 3.57%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$280.04 - $302.45 $1.1 Million - $1.19 Million	-3,929 Reduced 6.48%	56,693 $16.4 Million
Q3 2024 Oct 24, 2024	SELL	$255.18 - $283.2 $770,388 - $854,980	-3,019 Reduced 4.74%	60,622 $17.2 Million
Q2 2024 Jul 18, 2024	SELL	$245.23 - $269.4 $873,018 - $959,063	-3,560 Reduced 5.3%	63,641 $17 Million
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $344,266 - $384,747	-1,479 Reduced 2.15%	67,201 $17.5 Million
Q4 2023 Jan 10, 2024	SELL	$203.12 - $238.25 $2.08 Million - $2.44 Million	-10,244 Reduced 12.98%	68,680 $16.3 Million
Q3 2023 Oct 05, 2023	BUY	$211.41 - $228.35 $580,109 - $626,592	2,744 Added 3.6%	78,924 $16.8 Million
Q2 2023 Jul 13, 2023	SELL	$200.75 - $220.28 $280,046 - $307,290	-1,395 Reduced 1.8%	76,180 $16.8 Million
Q1 2023 Apr 06, 2023	BUY	$189.85 - $210.01 $256,677 - $283,933	1,352 Added 1.77%	77,575 $15.8 Million
Q4 2022 Jan 20, 2023	BUY	$179.3 - $204.18 $2.94 Million - $3.35 Million	16,393 Added 27.4%	76,223 $0
Q3 2022 Oct 17, 2022	BUY	$179.47 - $216.24 $4.45 Million - $5.36 Million	24,810 Added 70.85%	59,830 $10.7 Million
Q2 2022 Jul 21, 2022	BUY	$183.02 - $230.52 $476,035 - $599,582	2,601 Added 8.02%	35,020 $6.61 Million
Q1 2022 Apr 21, 2022	SELL	$209.9 - $242.97 $8,815 - $10,204	-42 Reduced 0.13%	32,419 $7.38 Million
Q4 2021 Jan 25, 2022	SELL	$221.73 - $242.96 $128,603 - $140,916	-580 Reduced 1.76%	32,461 $7.84 Million
Q3 2021 Oct 21, 2021	BUY	$219.23 - $234.37 $534,482 - $571,394	2,438 Added 7.97%	33,041 $7.34 Million
Q2 2021 Aug 02, 2021	SELL	$209.28 - $222.82 $141,891 - $151,071	-678 Reduced 2.17%	30,603 $6.82 Million
Q1 2021 Apr 28, 2021	BUY	$191.87 - $208.85 $164,624 - $179,193	858 Added 2.82%	31,281 $6.47 Million
Q4 2020 Jan 25, 2021	BUY	$166.99 - $194.64 $37,906 - $44,183	227 Added 0.75%	30,423 $5.92 Million
Q3 2020 Oct 20, 2020	BUY	$157.44 - $181.24 $30,385 - $34,979	193 Added 0.64%	30,196 $5.14 Million
Q2 2020 Jul 20, 2020	BUY	$122.96 - $164.1 $1.09 Million - $1.45 Million	8,850 Added 41.84%	30,003 $4.7 Million
Q1 2020 Apr 21, 2020	BUY	$111.91 - $172.17 $2 Million - $3.08 Million	17,912 Added 552.67%	21,153 $2.73 Million
Q4 2019 Jan 23, 2020	BUY	$146.61 - $164.29 $14,661 - $16,429	100 Added 3.18%	3,241 $530,000
Q3 2019 Oct 17, 2019	BUY	$150.3 - $153.62 $300 - $307	2 Added 0.06%	3,141 $474,000
Q2 2019 Jul 15, 2019	BUY	N/A	7 Added 0.22%	3,139 $471,000
Q1 2019 Apr 16, 2019	BUY	N/A	374 Added 13.56%	3,132 $466,000
Q4 2018 Jan 29, 2019	SELL	N/A	-490 Reduced 15.09%	2,758 $352,000
Q3 2018 Oct 17, 2018	SELL	N/A	-145 Reduced 4.27%	3,248 $486,000
Q2 2018 Jul 18, 2018	SELL	N/A	-1,435 Reduced 29.72%	3,393 $476,000
Q1 2018 Apr 20, 2018	SELL	N/A	-19,672 Reduced 80.29%	4,828 $655,000
Q4 2017 Mar 19, 2018	BUY	N/A	24,500	24,500 $3.36 Million

Others Institutions Holding VTI

# of Institutions

3,384

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Peterson Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History