PWA
Peterson Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Hold |
2,311
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $535K | Sell |
2,311
-105
| -4% | -$24.3K | 0.1% | 53 |
|
|
2024
Q4 | $659K | Buy |
2,416
+11
| +0.5% | +$3K | 0.12% | 45 |
|
|
2024
Q3 | $633K | Sell |
2,405
-40
| -2% | -$10.5K | 0.12% | 45 |
|
|
2024
Q2 | $610K | Sell |
2,445
-85
| -3% | -$21.2K | 0.13% | 43 |
|
|
2024
Q1 | $607K | Sell |
2,530
-16
| -0.6% | -$3.84K | 0.13% | 41 |
|
|
2023
Q4 | $555K | Sell |
2,546
-366
| -13% | -$79.8K | 0.13% | 41 |
|
|
2023
Q3 | $570K | Sell |
2,912
-1
| -0% | -$196 | 0.15% | 37 |
|
|
2023
Q2 | $592K | Sell |
2,913
-574
| -16% | -$117K | 0.16% | 38 |
|
|
2023
Q1 | $651K | Buy |
3,487
+625
| +22% | +$117K | 0.18% | 35 |
|
|
2022
Q4 | $499K | Buy |
2,862
+26
| +0.9% | +$4.53K | 0.15% | 41 |
|
|
2022
Q3 | $464K | Buy |
2,836
+221
| +8% | +$36.2K | 0.16% | 43 |
|
|
2022
Q2 | $451K | Hold |
2,615
| – | – | 0.15% | 38 |
|
|
2022
Q1 | $545K | Sell |
2,615
-217
| -8% | -$45.2K | 0.16% | 41 |
|
|
2021
Q4 | $626K | Sell |
2,832
-229
| -7% | -$50.6K | 0.18% | 37 |
|
|
2021
Q3 | $615K | Sell |
3,061
-14
| -0.5% | -$2.81K | 0.2% | 34 |
|
|
2021
Q2 | $617K | Buy |
3,075
+53
| +2% | +$10.6K | 0.22% | 32 |
|
|
2021
Q1 | $560K | Hold |
3,022
| – | – | 0.23% | 32 |
|
|
2020
Q4 | $531K | Hold |
3,022
| – | – | 0.23% | 32 |
|
|
2020
Q3 | $473K | Buy |
3,022
+1,393
| +86% | +$218K | 0.24% | 30 |
|
|
2020
Q2 | $233K | Buy |
+1,629
| New | +$233K | 0.12% | 42 |
|