Shakespeare Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,091 shares of VOO stock, worth $597,289. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,091
Previous 745
46.44%
Holding current value
$597,289
Previous $372,000
54.57%
% of portfolio
0.15%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,150Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.1 Billion0.86% of portfolio