Allen Mooney & Barnes Investment Advisors LLC Vanguard Financial ETF Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 2,099 shares of VFH stock, worth $240,860. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,099

Previous 2,098 0.05%

Holding current value

$240,860

Previous $210 Million 10.05%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$99.27 - $111.21 $99 - $111	1 Added 0.05%	2,099 $231 Million
Q2 2024 Jul 11, 2024	SELL	$95.9 - $103.0 $95 - $103	-1 Reduced 0.05%	2,098 $210 Million
Q1 2024 Apr 12, 2024	SELL	$90.62 - $102.39 $64,340 - $72,696	-710 Reduced 25.28%	2,099 $207 Million
Q4 2023 Jan 22, 2024	BUY	$75.97 - $92.67 $75 - $92	1 Added 0.04%	2,809 $259 Million
Q3 2023 Nov 21, 2023	BUY	$80.32 - $86.71 $225,538 - $243,481	2,808 New	2,808 $226 Million
Q2 2023 May 23, 2024	BUY	$74.65 - $81.49 $51,583 - $56,309	691 Added 32.92%	2,790 $227 Million
Q2 2022 May 23, 2024	SELL	$75.42 - $93.29 $168,563 - $208,503	-2,235 Closed	0 $0
Q1 2022 May 23, 2024	BUY	$87.26 - $101.75 $11,867 - $13,838	136 Added 6.48%	2,235 $209 Million

Others Institutions Holding VFH

# of Institutions

671

Shares Held

50.8M

Call Options Held

78K

Put Options Held

10.7K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Account

Allen Mooney & Barnes Investment Advisors LLC Vanguard Financial ETF Transaction History