Barnes Pettey Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Barnes Pettey Financial Advisors, LLC

$128 Million
Q1 2025

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 1,236 shares of VIG stock, worth $225,137. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,236

Previous 1,250 1.12%

Holding current value

$225,137

Previous $227,000 0.88%

% of portfolio

0.18%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	N/A	-14 Reduced 1.12%	1,236 $225,000
Q3 2024 Oct 24, 2024	BUY	$182.15 - $182.15 $182 - $182	1 Added 0.08%	1,250 $227,000
Q2 2024 Jul 18, 2024	SELL	$173.33 - $185.29 $13,866 - $14,823	-80 Reduced 6.02%	1,249 $228,000
Q3 2023 Nov 01, 2023	SELL	$155.38 - $166.95 $3,262 - $3,505	-21 Reduced 1.56%	1,329 $206,000
Q2 2023 Aug 02, 2023	BUY	$152.74 - $162.43 $2,902 - $3,086	19 Added 1.43%	1,350 $219,000
Q1 2023 May 11, 2023	SELL	$147.24 - $158.33 $1,914 - $2,058	-13 Reduced 0.97%	1,331 $204,000
Q4 2022 Jan 27, 2023	BUY	$144.84 - $158.71 $194,664 - $213,306	1,344 New	1,344 $204,000

Others Institutions Holding VIG

# of Institutions

2,510

Shares Held

216M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Barnes Pettey Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History