ALLEN WEALTH MANAGEMENT, LLC VDE Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Vanguard Energy ETF Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 92,985.00 shares of Vanguard Energy ETF(VDE), totaling $12.06 Mil. This investment constitutes 8.3% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 5 purchases of VDE, at an average price of $120.44, for a total of 92,985.00 shares. Based on historical transaction data and VDE's current price of $120.89, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his VDE holdings is $41,798.13, reflecting a 0.37% gain to date.
ALLEN WEALTH MANAGEMENT, LLC VDE ($120.89) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC VDE ($120.89) 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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