Shakespeare Wealth Management, Inc. Vanguard Small Cap ETF Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,187 shares of VB stock, worth $270,861. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,187
Previous 1,191 0.34%
Holding current value
$270,861
Previous $286,000 8.04%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$217.89 - $252.64 $871 - $1,010
-4 Reduced 0.34%
1,187 $263,000
Q4 2024

Feb 13, 2025
BUY
$233.76 - $261.58 $233 - $261
1 Added 0.08%
1,191 $286,000
Q2 2024

Aug 13, 2024
BUY
$210.76 - $226.94 $843 - $907
4 Added 0.34%
1,190 $259,000
Q1 2024

May 13, 2024
SELL
$204.0 - $228.59 $2,652 - $2,971
-13 Reduced 1.08%
1,186 $271,000
Q4 2023

Feb 13, 2024
BUY
$175.26 - $215.9 $210,136 - $258,864
1,199 New
1,199 $255,000

Others Institutions Holding VB

# of Institutions
2,368
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

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