Peterson Wealth Management Vanguard Total Stock Market Et Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 17, 2023	SELL	$200.75 - $220.28 $1.06 Million - $1.17 Million	-5,294 Reduced 84.41%	978 $215,000
Q1 2023 Aug 17, 2023	SELL	$189.85 - $210.01 $14,048 - $15,540	-74 Reduced 1.17%	6,272 $1.28 Million
Q4 2022 Feb 07, 2023	SELL	$179.3 - $204.18 $17,571 - $20,009	-98 Reduced 1.52%	6,346 $1.21 Million
Q3 2022 Oct 13, 2022	BUY	$179.47 - $216.24 $151,113 - $182,074	842 Added 15.03%	6,444 $1.16 Million
Q2 2022 Aug 03, 2022	SELL	$183.02 - $230.52 $427,351 - $538,264	-2,335 Reduced 29.42%	5,602 $1.06 Million
Q1 2022 Apr 26, 2022	BUY	$209.9 - $242.97 $198,145 - $229,363	944 Added 13.5%	7,937 $1.81 Million
Q4 2021 Feb 09, 2022	BUY	$221.73 - $242.96 $63,858 - $69,972	288 Added 4.3%	6,993 $1.69 Million
Q3 2021 Nov 12, 2021	SELL	$219.23 - $234.37 $21,923 - $23,437	-100 Reduced 1.47%	6,705 $1.49 Million
Q2 2021 Aug 03, 2021	BUY	$209.28 - $222.82 $432,163 - $460,123	2,065 Added 43.57%	6,805 $1.52 Million
Q1 2021 Apr 19, 2021	SELL	$191.87 - $208.85 $761,915 - $829,343	-3,971 Reduced 45.59%	4,740 $980,000
Q4 2020 Mar 10, 2021	SELL	$166.99 - $194.64 $43,083 - $50,217	-258 Reduced 2.88%	8,711 $1.7 Million
Q3 2020 Nov 03, 2020	SELL	$157.44 - $181.24 $423,513 - $487,535	-2,690 Reduced 23.07%	8,969 $1.53 Million
Q2 2020 Jul 22, 2020	SELL	$122.96 - $164.1 $10,451 - $13,948	-85 Reduced 0.72%	11,659 $1.83 Million
Q1 2020 Apr 23, 2020	SELL	$111.91 - $172.17 $468,343 - $720,531	-4,185 Reduced 26.27%	11,744 $1.51 Million
Q4 2019 Jan 17, 2020	BUY	$146.61 - $164.29 $2.34 Million - $2.62 Million	15,929 New	15,929 $2.65 Million

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.