Shakespeare Wealth Management, LLC VBR Holdings History
Shakespeare Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 105,276.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $19.61 Mil. This investment constitutes 5.25% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.07% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then Shakespeare Wealth Management, LLC has made 23 purchases of VBR, at an average price of $149.36, for a total of 124,728.00 shares. In addition, there have been 5 sales at an average price of $155.23 for 19,452.00 shares. Based on historical transaction data and VBR's current price of $201.61, Shakespeare Wealth Management, LLC's estimated gain on his VBR holdings is $5.62 Mil, reflecting a 30.14% gain to date.
Shakespeare Wealth Management, LLC VBR ($201.61) Holding Chart
Shakespeare Wealth Management, LLC VBR ($201.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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