Allen Wealth Management, LLC Vanguard Energy ETF Transaction History
Allen Wealth Management, LLC
- $148 Billion
- Q3 2025
A detailed history of Allen Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Allen Wealth Management, LLC holds 95,874 shares of VDE stock, worth $12.4 Million. This represents 8.18% of its overall portfolio holdings.
Number of Shares
95,874
Previous 93,550
2.48%
Holding current value
$12.4 Million
Previous $11.1 Billion
8.28%
% of portfolio
8.18%
Previous 7.79%
Shares
8 transactions
Others Institutions Holding VDE
# of Institutions
734Shares Held
21.6MCall Options Held
123KPut Options Held
87.4K-
Bank Of America Corp Charlotte, NC1.98MShares$257 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.61MShares$209 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$143 Million0.03% of portfolio
-
Ubs Group Ag1.04MShares$135 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$115 Million5.81% of portfolio