Number of Shares
165,198.00
Current Holdings Value*
$26.52 Mil
% of Portfolio
7.1%
Total Estimate Gain
$7.77 Mil
% of Total Estimate Gain
33.63%

Shakespeare Wealth Management, LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-03-31, Shakespeare Wealth Management, LLC held 165,198.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $26.52 Mil. This investment constitutes 7.1% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.15% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2018Q2. And since then Shakespeare Wealth Management, LLC has made 23 purchases of VOE, at an average price of $122.73, for a total of 188,376.00 shares. In addition, there have been 5 sales at an average price of $125.38 for 23,178.00 shares. Based on historical transaction data and VOE's current price of $169.42, Shakespeare Wealth Management, LLC's estimated gain on his VOE holdings is $7.77 Mil, reflecting a 33.63% gain to date.

Shakespeare Wealth Management, LLC VOE ($169.42) Holding Chart

Shakespeare Wealth Management, LLC VOE ($169.42) 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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