Allen Wealth Management, LLC Vanguard Value ETF Transaction History

Allen Wealth Management, LLC

  • $140 Billion
  • Q4 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 153,745 shares of VTV stock, worth $26.5 Million. This represents 18.65% of its overall portfolio holdings.

Number of Shares
153,745
Previous 153,867 0.08%
Holding current value
$26.5 Million
Previous $26.9 Billion 3.1%
% of portfolio
18.65%
Previous 18.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$168.32 - $181.87 $20,535 - $22,188
-122 Reduced 0.08%
153,745 $26 Billion
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
2,540
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email