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 107,502 shares of VNQ stock, worth $9.61 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
107,502
Previous 104,796 2.58%
Holding current value
$9.61 Million
Previous $8.78 Million 19.31%
% of portfolio
2.18%
Previous 1.97%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SPECIALIZED FUNDS VAN


  • 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.