BARNES PETTEY FINANCIAL ADVISORS, LLC VFMF Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's Vanguard U.S. Multifactor ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 11,570.00 shares of Vanguard U.S. Multifactor ETF(VFMF), totaling $1.46 Mil. This investment constitutes 1.14% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.39% of the outstanding Vanguard U.S. Multifactor ETF(VFMF) stock.
The initial trade took place in 2024Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 2 purchases of VFMF, at an average price of $132.56, for a total of 11,570.00 shares. Based on historical transaction data and VFMF's current price of $137.29, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his VFMF holdings is $54,751.25, reflecting a 3.57% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC VFMF ($137.29) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC VFMF ($137.29) 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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