Barnes Pettey Financial Advisors, LLC Vanguard Growth ETF Transaction History
Barnes Pettey Financial Advisors, LLC
- $116 Million
- Q1 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 4,260 shares of VUG stock, worth $1.62 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
4,260
Previous 11,997
64.49%
Holding current value
$1.62 Million
Previous $3.73 Million
60.69%
% of portfolio
1.27%
Previous 3.03%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.02 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.03 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.4 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.2 Billion1.1% of portfolio