Barnes Pettey Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Barnes Pettey Financial Advisors, LLC

$130 Million
Q4 2024

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 5,483 shares of VOO stock, worth $3.03 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

5,483

Previous 5,685 3.55%

Holding current value

$3.03 Million

Previous $3 Million 1.5%

% of portfolio

2.27%

Previous 2.4%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$521.84 - $558.82 $105,411 - $112,881	-202 Reduced 3.55%	5,483 $2.95 Million
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $9,979 - $11,081	21 Added 0.37%	5,685 $3 Million
Q2 2024 Jul 18, 2024	SELL	$455.1 - $504.28 $80,097 - $88,753	-176 Reduced 3.01%	5,664 $2.83 Million
Q1 2024 May 06, 2024	SELL	$429.43 - $481.35 $551,388 - $618,053	-1,284 Reduced 18.02%	5,840 $2.81 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $26,412 - $30,673	70 Added 0.99%	7,124 $3.11 Million
Q3 2023 Nov 01, 2023	SELL	$392.7 - $420.68 $79,718 - $85,398	-203 Reduced 2.8%	7,054 $2.77 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $189,805 - $208,120	511 Added 7.57%	7,257 $2.96 Million
Q4 2022 Jan 27, 2023	BUY	$327.64 - $374.54 $160,871 - $183,899	491 Added 7.85%	6,746 $2.37 Million
Q3 2022 Nov 02, 2022	BUY	$328.3 - $395.04 $525,608 - $632,459	1,601 Added 34.4%	6,255 $2.05 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $250,105 - $311,528	742 Added 18.97%	4,654 $1.61 Million
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $591,271 - $678,641	1,545 Added 65.27%	3,912 $1.62 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $933,095 - $1.04 Million	2,367 New	2,367 $1.03 Million

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Barnes Pettey Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History