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

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Barnes Pettey Financial Advisors, LLC with notifications on news.

Account

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