Shakespeare Wealth Management, Inc. Vanguard S&P 500 Growth ETF Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q1 2025
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 103,914 shares of VOOG stock, worth $38.8 Million. This represents 9.37% of its overall portfolio holdings.
Number of Shares
103,914
Previous 101,963
1.91%
Holding current value
$38.8 Million
Previous $37.3 Million
6.88%
% of portfolio
9.37%
Previous 10.13%
Shares
8 transactions
Others Institutions Holding VOOG
# of Institutions
620Shares Held
11.7MCall Options Held
18.6KPut Options Held
11.3K-
Jpmorgan Chase & CO New York, NY2.35MShares$876 Million0.06% of portfolio
-
Morgan Stanley New York, NY751KShares$280 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$237 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC571KShares$213 Million0.02% of portfolio
-
Ubs Group Ag550KShares$205 Million0.03% of portfolio