Peterson Wealth Services Vanguard Index Fds S&P 500 ETF Transaction History

Peterson Wealth Services

$286 Million
Q2 2024

A detailed history of Peterson Wealth Services transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Peterson Wealth Services holds 3,274 shares of VOO stock, worth $1.65 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

3,274

Previous 3,798 13.8%

Holding current value

$1.65 Million

Previous $1.83 Million 10.3%

% of portfolio

0.57%

Previous 0.66%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$455.1 - $504.28 $238,472 - $264,242	-524 Reduced 13.8%	3,274 $1.64 Million
Q1 2024 May 01, 2024	SELL	$429.43 - $481.35 $341,826 - $383,154	-796 Reduced 17.33%	3,798 $1.83 Million
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $1.73 Million - $2.01 Million	4,594 New	4,594 $2.01 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $53,858 - $59,055	145 Added 3.17%	4,725 $1.92 Million
Q1 2023 Apr 06, 2023	BUY	$348.66 - $382.94 $115,755 - $127,136	332 Added 7.82%	4,580 $1.72 Million
Q4 2022 Jan 20, 2023	BUY	$343.59 - $374.54 $37,451 - $40,824	109 Added 2.63%	4,248 $0
Q3 2022 Nov 09, 2022	BUY	$339.63 - $395.04 $56,038 - $65,181	165 Added 4.15%	4,139 $1.36 Million
Q2 2022 Jul 11, 2022	BUY	$337.07 - $419.85 $227,522 - $283,398	675 Added 20.46%	3,974 $1.38 Million
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $82,663 - $94,878	216 Added 7.01%	3,299 $1.37 Million
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $1.22 Million - $1.35 Million	3,083 New	3,083 $1.35 Million

Others Institutions Holding VOO

# of Institutions

2,996

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peterson Wealth Services with notifications on news.

Account

Peterson Wealth Services Vanguard Index Fds S&P 500 ETF Transaction History