Shakespeare Wealth Management, LLC VOE Holdings History
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 $169.31, Shakespeare Wealth Management, LLC's estimated gain on his VOE holdings is $7.76 Mil, reflecting a 33.55% gain to date.
Shakespeare Wealth Management, LLC VOE ($169.31) Holding Chart
Shakespeare Wealth Management, LLC VOE ($169.31) 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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