Barnes Pettey Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Barnes Pettey Financial Advisors, LLC

  • $116 Million
  • Q2 2024

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 1,249 shares of VIG stock, worth $227,505. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,249
Previous 1,329 6.02%
Holding current value
$227,505
Previous $242,000 5.79%
% of portfolio
0.2%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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