Allen Wealth Management, LLC Vanguard Value ETF Transaction History

Allen Wealth Management, LLC

  • $144 Billion
  • Q3 2024

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 153,867 shares of VTV stock, worth $27.4 Million. This represents 18.63% of its overall portfolio holdings.

Number of Shares
153,867
Previous 139,125 10.6%
Holding current value
$27.4 Million
Previous $22.3 Billion 20.36%
% of portfolio
18.63%
Previous 19.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$159.75 - $174.57 $2.36 Million - $2.57 Million
14,742 Added 10.6%
153,867 $26.9 Billion
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

# of Institutions
2,248
Shares Held
528M
Call Options Held
142K
Put Options Held
224K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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