Number of Shares
26,530.00
Current Holdings Value*
$4.36 Mil
% of Portfolio
3.31%
Total Estimate Gain
$902,389.10
% of Total Estimate Gain
23.58%

Bruce G. Allen Investments, LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 26,530.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $4.36 Mil. This investment constitutes 3.31% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 4 purchases of VOE, at an average price of $136.69, for a total of 28,002.00 shares. In addition, there have been 2 sales at an average price of $159.89 for 1,472.00 shares. Based on historical transaction data and VOE's current price of $169.42, Bruce G. Allen Investments, LLC's estimated gain on his VOE holdings is $902,389.10, reflecting a 23.58% gain to date.

Bruce G. Allen Investments, LLC VOE ($169.42) Holding Chart

Bruce G. Allen Investments, LLC VOE ($169.42) 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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