Number of Shares
76,439.00
Current Holdings Value*
$13.51 Mil
% of Portfolio
10.24%
Total Estimate Gain
$2.74 Mil
% of Total Estimate Gain
23.60%

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

As of 2025-06-30, Bruce G. Allen Investments, LLC held 76,439.00 shares of Vanguard Value ETF(VTV), totaling $13.51 Mil. This investment constitutes 10.24% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 3 purchases of VTV, at an average price of $144.67, for a total of 80,325.00 shares. In addition, there have been 3 sales at an average price of $157.55 for 3,886.00 shares. Based on historical transaction data and VTV's current price of $179.89, Bruce G. Allen Investments, LLC's estimated gain on his VTV holdings is $2.74 Mil, reflecting a 23.60% gain to date.

Bruce G. Allen Investments, LLC VTV ($179.89) Holding Chart

Bruce G. Allen Investments, LLC VTV ($179.89) 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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