Shakespeare Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q1 2025
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 105,276 shares of VBR stock, worth $21.3 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
105,276
Previous 100,613
4.63%
Holding current value
$21.3 Million
Previous $19.9 Million
1.65%
% of portfolio
5.29%
Previous 5.41%
Shares
30 transactions
Others Institutions Holding VBR
# of Institutions
1,733Shares Held
93.2MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.43 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$843 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$794 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$677 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$363 Million0.08% of portfolio