Shakespeare Wealth Management, LLC VOOG Holdings History
Shakespeare Wealth Management, LLC's Vanguard S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 103,914.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $34.76 Mil. This investment constitutes 9.31% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.25% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.
The initial trade took place in 2023Q2. And since then Shakespeare Wealth Management, LLC has made 6 purchases of VOOG, at an average price of $266.00, for a total of 107,422.00 shares. In addition, there have been 2 sales at an average price of $324.18 for 3,508.00 shares. Based on historical transaction data and VOOG's current price of $403.91, Shakespeare Wealth Management, LLC's estimated gain on his VOOG holdings is $14.53 Mil, reflecting a 50.87% gain to date.
Shakespeare Wealth Management, LLC VOOG ($403.91) Holding Chart
Shakespeare Wealth Management, LLC VOOG ($403.91) 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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