Peterson Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 1,083 shares of VOO stock, worth $598,704. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,083

Previous 668 62.13%

Holding current value

$598,704

Previous $334,000 70.96%

% of portfolio

0.12%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $197,208 - $218,995	415 Added 62.13%	1,083 $571,000
Q2 2024 Jul 18, 2024	BUY	$455.1 - $504.28 $22,755 - $25,214	50 Added 8.09%	668 $334,000
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $265,387 - $297,474	618 New	618 $297,000
Q3 2023 Oct 05, 2023	BUY	$392.7 - $420.68 $2,748 - $2,944	7 Added 0.41%	1,697 $666,000
Q2 2023 Jul 13, 2023	SELL	$371.44 - $407.28 $7,428 - $8,145	-20 Reduced 1.17%	1,690 $688,000
Q4 2022 Jan 20, 2023	SELL	$327.64 - $374.54 $174,959 - $200,004	-534 Reduced 23.8%	1,710 $0
Q3 2022 Oct 17, 2022	SELL	$328.3 - $395.04 $59,094 - $71,107	-180 Reduced 7.43%	2,244 $737,000
Q2 2022 Jul 21, 2022	BUY	$337.07 - $419.85 $241,005 - $300,192	715 Added 41.84%	2,424 $841,000
Q1 2022 Apr 21, 2022	SELL	$382.7 - $439.25 $2,296 - $2,635	-6 Reduced 0.35%	1,709 $710,000
Q4 2021 Jan 25, 2022	BUY	$394.21 - $439.01 $3,547 - $3,951	9 Added 0.53%	1,715 $749,000
Q3 2021 Oct 21, 2021	BUY	$390.68 - $416.73 $781 - $833	2 Added 0.12%	1,706 $673,000
Q2 2021 Aug 02, 2021	BUY	$368.16 - $394.32 $627,344 - $671,921	1,704 New	1,704 $671,000
Q4 2020 Jan 25, 2021	SELL	$299.82 - $343.69 $290,225 - $332,691	-968 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$285.37 - $328.74 $276,238 - $318,220	968 New	968 $298,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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Peterson Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History