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Vanguard Value ETF shares owned by Allen Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Allen Wealth Management from 13F filings

Historical chart of Allen Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 154k 174.57
2024-06-30 $22M 139k 160.41
2024-03-31 $23M 138k 162.86