Shakespeare Wealth Management, Inc. Vanguard S&P 500 Value ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 246,765 shares of VOOV stock, worth $46.3 Million. This represents 12.35% of its overall portfolio holdings.
Number of Shares
246,765
Previous 247,755
0.4%
Holding current value
$46.3 Million
Previous $47.3 Million
3.64%
% of portfolio
12.35%
Previous 12.46%
Shares
20 transactions
Others Institutions Holding VOOV
# of Institutions
404Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.89MShares$355 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.06MShares$199 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC578KShares$109 Million0.04% of portfolio
-
Ubs Group Ag536KShares$101 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY480KShares$90.2 Million0.01% of portfolio