Allen Mooney & Barnes Investment Advisors LLC Vanguard Financial ETF Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 2,099 shares of VFH stock, worth $261,997. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,099

Previous 2,098 0.05%

Holding current value

$261,997

Previous $210 Million 10.05%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$99.27 - $111.21 $99 - $111	1 Added 0.05%	2,099 $231 Million
Q2 2024 Jul 11, 2024	SELL	$95.9 - $103.0 $95 - $103	-1 Reduced 0.05%	2,098 $210 Million
Q1 2024 Apr 12, 2024	SELL	$90.62 - $102.39 $64,340 - $72,696	-710 Reduced 25.28%	2,099 $207 Million
Q4 2023 Jan 22, 2024	BUY	$75.97 - $92.67 $75 - $92	1 Added 0.04%	2,809 $259 Million
Q3 2023 Nov 21, 2023	BUY	$80.32 - $86.71 $225,538 - $243,481	2,808 New	2,808 $226 Million
Q2 2023 May 23, 2024	BUY	$74.65 - $81.49 $51,583 - $56,309	691 Added 32.92%	2,790 $227 Million
Q2 2022 May 23, 2024	SELL	$75.42 - $93.29 $168,563 - $208,503	-2,235 Closed	0 $0
Q1 2022 May 23, 2024	BUY	$87.26 - $101.75 $11,867 - $13,838	136 Added 6.48%	2,235 $209 Million

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Allen Mooney & Barnes Investment Advisors LLC Vanguard Financial ETF Transaction History