Shakespeare Wealth Management, Inc. Vanguard Extended Market ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,408 shares of VXF stock, worth $254,960. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,408
Previous 1,408
-0.0%
Holding current value
$254,960
Previous $256,000
4.3%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VXF
# of Institutions
978Shares Held
45.1MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$610 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$532 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$292 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$210 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$210 Million0.6% of portfolio