A detailed history of Allen Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Allen Wealth Management, LLC holds 139,125 shares of VTV stock, worth $24 Million. This represents 19.87% of its overall portfolio holdings.

Number of Shares
139,125
Previous 137,884 0.9%
Holding current value
$24 Million
Previous $22.5 Billion 0.62%
% of portfolio
19.87%
Previous 19.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$154.57 - $163.65 $191,821 - $203,089
1,241 Added 0.9%
139,125 $22.3 Billion
Q1 2024

May 01, 2024

BUY
$147.46 - $162.86 $854,973 - $944,262
5,798 Added 4.39%
137,884 $22.5 Billion
Q4 2023

Feb 14, 2024

BUY
$131.82 - $149.95 $17.4 Million - $19.8 Million
132,086 New
132,086 $19.7 Billion

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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