PETERSON WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$737,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.43% | -180 shares | -104K | $328.3 | 2.24K |
| Q2 2022 | share | Increase | +41.84% | 715 shares | 131K | $346.88 | 2.42K |
| Q1 2022 | share | Decrease | -0.35% | -6 shares | -39K | $415.17 | 1.70K |
| Q4 2021 | share | Increase | +0.53% | 9 shares | 76K | $437.77 | 1.71K |
| Q3 2021 | share | Increase | +0.12% | 2 shares | 2K | $394.4 | 1.70K |
| Q2 2021 | share | Increase | 0.00% | 1.70K shares | 671K | $392.24 | 1.70K |
| Q4 2020 | share | Decrease | -100.00% | -968 shares | -298K | $340.23 | 0 |
| Q3 2020 | share | Increase | 0.00% | 968 shares | 298K | $303.31 | 968 |