Shakespeare Wealth Management, Inc. Purchases and Sells in Q2 2025

Shakespeare Wealth Management, Inc.

36 operations

Stock	Shares change	Price Range	Shares Held
VOOG	2.74K + 2.63%	$299.15 - $396.54 $819K - $1.09M	107K $42.3M
VOOV	13K + 5.23%	$162.65 - $188.71 $2.12M - $2.46M	262K $49.4M
EFV	11.1K + 3.66%	$52.4 - $64.65 $581K - $717K	314K $20M
MDYG	5.4K + 2.72%	$70.44 - $86.87 $380K - $469K	204K $17.7M
VBR	4.33K + 4.11%	$162.76 - $195.77 $704K - $847K	110K $21.4M
DISV	2.24K + 0.51%	$25.93 - $32.91 $58K - $73.6K	445K $14.6M

4 operations

Stock	Shares change	Price Range	Shares Held
SCHX	16.7K New	$19.6 - $24.44 $327K - $408K	16.7K $408K
CSCO	3.09K New	$53.19 - $69.38 $164K - $215K	3.09K $214K
DIS	1.72K New	$81.72 - $124.01 $141K - $213K	1.72K $213K
ASB	8.41K New	$18.91 - $24.56 $159K - $207K	8.41K $205K

30 operations

Stock	Shares change	Price Range	Shares Held
PEP	-1.38K - 6.45%	$128.02 - $151.37 $177K - $209K	20.1K $2.65M
DWM	-12.4K - 29.61%	$52.06 - $63.91 $647K - $795K	29.6K $1.88M
MRK	-2.72K - 49.52%	$73.47 - $87.12 $199K - $237K	2.77K $219K
PXF	-6.88K - 20.34%	$46.22 - $57.51 $318K - $396K	26.9K $1.55M
AAPL	-14 - 0.14%	$172.42 - $223.89 $2.41K - $3.13K	9.86K $2.02M
ABBV	-544 - 27.71%	$170.16 - $206.27 $92.6K - $112K	1.42K $263K

Get notified when there are updates to the investment portfolio of Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.