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Allied Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$927K Buy
5,246
+1,225
+30% +$217K 0.16% 48
2025
Q1
$695K Buy
4,021
+2,253
+127% +$389K 0.13% 49
2024
Q4
$299K Buy
+1,768
New +$299K 0.06% 67