Peterson Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Peterson Financial Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$168K	Buy	+318	New	+$162K	0.65%	39
2024 Q1	–	Sell	-511	Closed	-$223K	–	31
2023 Q4	$223K	Buy	+511	New	+$209K	1.46%	27
2023 Q1	–	Sell	-669	Closed	-$235K	–	73
2022 Q4	$235K	Buy	669 +32	+5%	+$11.3K	0.31%	68
2022 Q3	$209K	Sell	637 -6	-0.9%	-$2.19K	0.2%	73
2022 Q2	$223K	Sell	643 -3	-0.5%	-$1.13K	0.21%	72
2022 Q1	$268K	Sell	646 -83	-11%	-$34K	0.22%	70
2021 Q4	$318K	Buy	+729	New	+$308K	0.26%	67

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peterson Financial Group's VOO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2024: 318 shares worth $168K. The stake represents 0.65% of the portfolio and ranks #39 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in VOO as recently as Q4 2023.

Peterson Financial Group first reported a position in VOO in Q4 2021 and has held it in 7 quarters since. The position peaked at $318K in Q4 2021. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Peterson Financial Group held 318 shares of Vanguard S&P 500 ETF worth $168K as of Q3 2024.
Vanguard S&P 500 ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard S&P 500 ETF made up 0.65% of Peterson Financial Group's portfolio in Q3 2024, its #39 holding.
Peterson Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
Peterson Financial Group's Vanguard S&P 500 ETF position peaked at $318K in Q4 2021.
2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.