Peterson Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 2,416 shares of VV stock, worth $617,215. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,416

Previous 2,405 0.46%

Holding current value

$617,215

Previous $633,000 2.84%

% of portfolio

0.14%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$260.27 - $280.65 $2,862 - $3,087	11 Added 0.46%	2,416 $651,000
Q3 2024 Oct 24, 2024	SELL	$236.92 - $263.4 $9,476 - $10,536	-40 Reduced 1.64%	2,405 $633,000
Q2 2024 Jul 18, 2024	SELL	$227.27 - $251.65 $19,317 - $21,390	-85 Reduced 3.36%	2,445 $610,000
Q1 2024 Apr 15, 2024	SELL	$214.62 - $240.49 $3,433 - $3,847	-16 Reduced 0.63%	2,530 $606,000
Q4 2023 Jan 10, 2024	SELL	$188.0 - $219.17 $68,808 - $80,216	-366 Reduced 12.57%	2,546 $555,000
Q3 2023 Oct 05, 2023	SELL	$195.09 - $209.59 $195 - $209	-1 Reduced 0.03%	2,912 $569,000
Q2 2023 Jul 13, 2023	SELL	$184.38 - $202.72 $105,834 - $116,361	-574 Reduced 16.46%	2,913 $590,000
Q1 2023 Apr 06, 2023	BUY	$172.79 - $190.36 $107,993 - $118,975	625 Added 21.84%	3,487 $651,000
Q4 2022 Jan 20, 2023	BUY	$162.98 - $185.93 $4,237 - $4,834	26 Added 0.92%	2,862 $0
Q3 2022 Oct 17, 2022	BUY	$163.56 - $196.95 $36,146 - $43,525	221 Added 8.45%	2,836 $464,000
Q1 2022 Apr 21, 2022	SELL	$191.25 - $221.63 $41,501 - $48,093	-217 Reduced 7.66%	2,615 $545,000
Q4 2021 Jan 25, 2022	SELL	$200.26 - $221.75 $45,859 - $50,780	-229 Reduced 7.48%	2,832 $626,000
Q3 2021 Oct 21, 2021	SELL	$199.12 - $212.29 $2,787 - $2,972	-14 Reduced 0.46%	3,061 $615,000
Q2 2021 Aug 02, 2021	BUY	$187.36 - $200.75 $9,930 - $10,639	53 Added 1.75%	3,075 $617,000
Q3 2020 Oct 20, 2020	BUY	$144.11 - $166.66 $200,745 - $232,157	1,393 Added 85.51%	3,022 $473,000
Q2 2020 Jul 20, 2020	BUY	$113.24 - $149.5 $184,467 - $243,535	1,629 New	1,629 $233,000

Others Institutions Holding VV

# of Institutions

1,272

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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 Large Cap ETF Transaction History