Barnes Pettey Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History

Barnes Pettey Financial Advisors, LLC

  • $146 Million
  • Q2 2025

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 12,959 shares of VFMF stock, worth $1.87 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
12,959
Previous 11,570 12.01%
Holding current value
$1.87 Million
Previous $1.46 Million 19.23%
% of portfolio
1.19%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$111.3 - $134.5 $154,595 - $186,820
1,389 Added 12.01%
12,959 $1.74 Million
Q1 2025

Apr 24, 2025
BUY
$122.86 - $137.9 $1.08 Million - $1.22 Million
8,831 Added 322.42%
11,570 $1.46 Million
Q4 2024

Jan 23, 2025
BUY
$128.97 - $141.41 $353,248 - $387,321
2,739 New
2,739 $357,000

Others Institutions Holding VFMF

# of Institutions
83
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
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