PETERSON WEALTH ADVISORS, LLC – Vanguard Mid Cap Index Fund Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$772,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.49% | -62 shares | -49K | $187.98 | 4.10K |
| Q2 2022 | share | Increase | +5.95% | 234 shares | -115K | $196.97 | 4.16K |
| Q1 2022 | share | Decrease | -9.33% | -405 shares | -170K | $237.84 | 3.93K |
| Q4 2021 | share | Decrease | -4.32% | -196 shares | 32K | $254.95 | 4.34K |
| Q3 2021 | share | Decrease | -5.10% | -244 shares | -60K | $236.76 | 4.53K |
| Q2 2021 | share | Decrease | -0.81% | -39 shares | 67K | $236.75 | 4.78K |
| Q1 2021 | share | Decrease | -3.16% | -157 shares | 38K | $220.14 | 4.81K |
| Q4 2020 | share | Decrease | -8.73% | -476 shares | 68K | $205.06 | 4.97K |
| Q3 2020 | share | Increase | +1.47% | 79 shares | 80K | $174.01 | 5.45K |
| Q2 2020 | share | Increase | +5.25% | 268 shares | 209K | $161.2 | 5.37K |
| Q1 2020 | share | Decrease | -33.20% | -2.53K shares | -690K | $128.95 | 5.10K |
| Q4 2019 | share | Decrease | -0.73% | -56 shares | 72K | $173.69 | 7.64K |
| Q3 2019 | share | Increase | +0.44% | 34 shares | 9K | $162.47 | 7.69K |
| Q2 2019 | share | Increase | +1.13% | 86 shares | 22K | $161.53 | 7.66K |
| Q1 2019 | share | Decrease | -14.95% | -1.33K shares | 28K | $154.8 | 7.57K |
| Q4 2018 | share | Decrease | -22.21% | -2.54K shares | -650K | $132.61 | 8.91K |
| Q3 2018 | share | Decrease | -2.50% | -294 shares | 29K | $156.74 | 11.45K |
| Q2 2018 | share | Decrease | -8.97% | -1.15K shares | -138K | $149.8 | 11.74K |
| Q1 2018 | share | Decrease | -73.83% | -36.40K shares | -5.64M | $146.03 | 12.90K |
| Q4 2017 | share | Increase | 0.00% | 49.30K shares | 7.63M | $146.08 | 49.30K |