Peterson Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 3,251 shares of VO stock, worth $874,714. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,251

Previous 3,315 1.93%

Holding current value

$874,714

Previous $802,000 6.86%

% of portfolio

0.18%

Previous 0.18%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$237.84 - $263.83 $15,221 - $16,885	-64 Reduced 1.93%	3,251 $857,000
Q2 2024 Jul 18, 2024	SELL	$234.99 - $248.98 $60,862 - $64,485	-259 Reduced 7.25%	3,315 $802,000
Q1 2024 Apr 15, 2024	SELL	$225.86 - $249.86 $6,098 - $6,746	-27 Reduced 0.75%	3,574 $892,000
Q4 2023 Jan 10, 2024	SELL	$195.66 - $233.95 $30,914 - $36,964	-158 Reduced 4.2%	3,601 $837,000
Q3 2023 Oct 05, 2023	BUY	$206.6 - $228.23 $826 - $912	4 Added 0.11%	3,759 $782,000
Q2 2023 Jul 13, 2023	SELL	$203.43 - $220.16 $38,244 - $41,390	-188 Reduced 4.77%	3,755 $826,000
Q1 2023 Apr 06, 2023	BUY	$200.2 - $225.98 $26,226 - $29,603	131 Added 3.44%	3,943 $831,000
Q4 2022 Jan 20, 2023	SELL	$186.57 - $217.26 $55,038 - $64,091	-295 Reduced 7.18%	3,812 $0
Q3 2022 Oct 17, 2022	SELL	$187.98 - $227.42 $11,654 - $14,100	-62 Reduced 1.49%	4,107 $772,000
Q2 2022 Jul 21, 2022	BUY	$190.36 - $240.41 $44,544 - $56,255	234 Added 5.95%	4,169 $821,000
Q1 2022 Apr 21, 2022	SELL	$219.86 - $253.39 $89,043 - $102,622	-405 Reduced 9.33%	3,935 $936,000
Q4 2021 Jan 25, 2022	SELL	$236.98 - $261.2 $46,448 - $51,195	-196 Reduced 4.32%	4,340 $1.11 Million
Q3 2021 Oct 21, 2021	SELL	$229.88 - $249.8 $56,090 - $60,951	-244 Reduced 5.1%	4,536 $1.07 Million
Q2 2021 Aug 02, 2021	SELL	$223.23 - $238.25 $8,705 - $9,291	-39 Reduced 0.81%	4,780 $1.13 Million
Q1 2021 Apr 28, 2021	SELL	$203.74 - $225.89 $31,987 - $35,464	-157 Reduced 3.16%	4,819 $1.07 Million
Q4 2020 Jan 25, 2021	SELL	$176.14 - $208.21 $83,842 - $99,107	-476 Reduced 8.73%	4,976 $1.03 Million
Q3 2020 Oct 20, 2020	BUY	$164.39 - $185.0 $12,986 - $14,615	79 Added 1.47%	5,452 $961,000
Q2 2020 Jul 20, 2020	BUY	$124.34 - $175.42 $33,323 - $47,012	268 Added 5.25%	5,373 $881,000
Q1 2020 Apr 21, 2020	SELL	$112.37 - $186.27 $285,082 - $472,566	-2,537 Reduced 33.2%	5,105 $672,000
Q4 2019 Jan 23, 2020	SELL	$162.13 - $178.73 $9,079 - $10,008	-56 Reduced 0.73%	7,642 $1.36 Million
Q3 2019 Oct 17, 2019	BUY	$166.82 - $169.81 $5,671 - $5,773	34 Added 0.44%	7,698 $1.29 Million
Q2 2019 Jul 15, 2019	BUY	N/A	86 Added 1.13%	7,664 $1.28 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-1,332 Reduced 14.95%	7,578 $1.26 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-2,544 Reduced 22.21%	8,910 $1.23 Million
Q3 2018 Oct 17, 2018	SELL	N/A	-294 Reduced 2.5%	11,454 $1.88 Million
Q2 2018 Jul 18, 2018	SELL	N/A	-1,158 Reduced 8.97%	11,748 $1.85 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-36,403 Reduced 73.83%	12,906 $1.99 Million
Q4 2017 Mar 19, 2018	BUY	N/A	49,309	49,309 $7.63 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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 Mid Cap ETF Transaction History