Number of Shares
1,729.00
Current Holdings Value*
$298,670.00
% of Portfolio
0.09%
Total Estimate Gain
$557,832.56
% of Total Estimate Gain
9.16%

Peterson Wealth Services's Vanguard Value ETF Holding Summary

As of 2025-03-31, Peterson Wealth Services held 1,729.00 shares of Vanguard Value ETF(VTV), totaling $298,670.00. This investment constitutes 0.09% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 3 purchases of VTV, at an average price of $141.50, for a total of 43,034.00 shares. In addition, there have been 10 sales at an average price of $153.44 for 41,305.00 shares. Based on historical transaction data and VTV's current price of $178.87, Peterson Wealth Services's estimated gain on his VTV holdings is $557,832.56, reflecting a 9.16% gain to date.

Peterson Wealth Services VTV ($178.87) Holding Chart

Peterson Wealth Services VTV ($178.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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