Peak Financial Management, Inc. Vanguard Value ETF Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 5,987 shares of VTV stock, worth $971,869. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,987

Previous 6,011 0.4%

Holding current value

$971,869

Previous $1.05 Million 3.43%

% of portfolio

0.31%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$168.32 - $181.87 $4,039 - $4,364	-24 Reduced 0.4%	5,987 $1.01 Million
Q3 2024 Oct 15, 2024	SELL	$159.75 - $174.57 $1,437 - $1,571	-9 Reduced 0.15%	6,011 $1.05 Million
Q2 2024 Jul 22, 2024	SELL	$154.57 - $163.65 $4,791 - $5,073	-31 Reduced 0.51%	6,020 $965,000
Q1 2024 Apr 22, 2024	BUY	$147.46 - $162.86 $53,527 - $59,118	363 Added 6.38%	6,051 $985,000
Q4 2023 Jan 18, 2024	BUY	$131.82 - $149.95 $241,494 - $274,708	1,832 Added 47.51%	5,688 $850,000
Q3 2023 Oct 24, 2023	BUY	$137.93 - $147.18 $137 - $147	1 Added 0.03%	3,856 $531,000
Q2 2023 Jul 26, 2023	BUY	$134.74 - $142.42 $96,339 - $101,830	715 Added 22.77%	3,855 $547,000
Q1 2023 Apr 24, 2023	SELL	$132.13 - $144.96 $203,876 - $223,673	-1,543 Reduced 32.95%	3,140 $433,000
Q4 2022 Jan 27, 2023	BUY	$124.69 - $146.24 $179,678 - $210,731	1,441 Added 44.45%	4,683 $657,000
Q3 2022 Oct 28, 2022	BUY	$123.48 - $143.43 $400,322 - $465,000	3,242 New	3,242 $400,000

Others Institutions Holding VTV

# of Institutions

2,555

Shares Held

549M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Peak Financial Management, Inc. Vanguard Value ETF Transaction History