BARNES PETTEY FINANCIAL ADVISORS, LLC VUG Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 5,962.00 shares of Vanguard Growth ETF(VUG), totaling $2.21 Mil. This investment constitutes 1.72% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 10 purchases of VUG, at an average price of $274.71, for a total of 16,691.00 shares. In addition, there have been 4 sales at an average price of $317.94 for 10,729.00 shares. Based on historical transaction data and VUG's current price of $450.40, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his VUG holdings is $1.51 Mil, reflecting a 32.96% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC VUG ($450.40) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC VUG ($450.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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