Shakespeare Wealth Management, LLC VOOV Holdings History
Shakespeare Wealth Management, LLC's Vanguard S&P 500 Value ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 248,907.00 shares of Vanguard S&P 500 Value ETF(VOOV), totaling $45.85 Mil. This investment constitutes 12.28% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.85% of the outstanding Vanguard S&P 500 Value ETF(VOOV) stock.
The initial trade took place in 2020Q1. And since then Shakespeare Wealth Management, LLC has made 16 purchases of VOOV, at an average price of $128.34, for a total of 256,613.00 shares. In addition, there have been 5 sales at an average price of $159.10 for 7,706.00 shares. Based on historical transaction data and VOOV's current price of $193.13, Shakespeare Wealth Management, LLC's estimated gain on his VOOV holdings is $16.36 Mil, reflecting a 49.69% gain to date.
Shakespeare Wealth Management, LLC VOOV ($193.13) Holding Chart
Shakespeare Wealth Management, LLC VOOV ($193.13) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
