Barnes Pettey Financial Advisors, LLC Vanguard Wellington Fd U S Val Transaction History

Barnes Pettey Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$92.21 - $110.28 $9,128 - $10,917	-99 Reduced 2.44%	3,958 $383,000
Q4 2022 Jan 27, 2023	SELL	$89.74 - $105.14 $32,665 - $38,270	-364 Reduced 8.23%	4,057 $400,000
Q3 2022 Nov 02, 2022	BUY	$86.7 - $105.31 $3,814 - $4,633	44 Added 1.01%	4,421 $384,000
Q1 2022 Apr 27, 2022	BUY	$101.78 - $109.95 $11,602 - $12,534	114 Added 2.67%	4,377 $467,000
Q4 2021 Feb 10, 2022	BUY	$98.41 - $107.31 $419,521 - $457,462	4,263 New	4,263 $448,000

2.55M

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