Barnes Pettey Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History
Barnes Pettey Financial Advisors, LLC
- $128 Million
- Q1 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 11,570 shares of VFMF stock, worth $1.43 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
11,570
Previous 2,739
322.42%
Holding current value
$1.43 Million
Previous $357,000
309.24%
% of portfolio
1.15%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VFMF
# of Institutions
72Shares Held
1.3MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO294KShares$36.4 Million4.01% of portfolio
-
Envestnet Asset Management Inc199KShares$24.5 Million0.01% of portfolio
-
Opus Capital Group, LLC105KShares$13 Million1.71% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX79.3KShares$9.81 Million1.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL73KShares$9.03 Million0.0% of portfolio