ALLEN WEALTH MANAGEMENT, LLC VTV Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 155,193.00 shares of Vanguard Value ETF(VTV), totaling $26.81 Mil. This investment constitutes 18.46% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 4 purchases of VTV, at an average price of $144.20, for a total of 155,315.00 shares. In addition, there have been 1 sales at an average price of $175.52 for 122.00 shares. Based on historical transaction data and VTV's current price of $177.66, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $5.20 Mil, reflecting a 23.20% gain to date.
ALLEN WEALTH MANAGEMENT, LLC VTV ($177.66) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC VTV ($177.66) 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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