Number of Shares
2,297.00
Current Holdings Value*
$196,550.00
% of Portfolio
0.15%
Total Estimate Gain
$15,472.50
% of Total Estimate Gain
8.18%

Bruce G. Allen Investments, LLC's Vanguard S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 2,297.00 shares of Vanguard S&P Small-Cap 600 Value ETF(VIOV), totaling $196,550.00. This investment constitutes 0.15% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.02% of the outstanding Vanguard S&P Small-Cap 600 Value ETF(VIOV) stock.

The initial trade took place in 2024Q1. And since then Bruce G. Allen Investments, LLC has made 4 purchases of VIOV, at an average price of $82.38, for a total of 2,297.00 shares. Based on historical transaction data and VIOV's current price of $89.12, Bruce G. Allen Investments, LLC's estimated gain on his VIOV holdings is $15,472.50, reflecting a 8.18% gain to date.

Bruce G. Allen Investments, LLC VIOV ($89.12) Holding Chart

Bruce G. Allen Investments, LLC VIOV ($89.12) 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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