Vanguard S&p 500 Etf idx shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 1.1k | 612.47 |
| 2025-06-30 | $709k | 1.2k | 568.23 |
| 2025-03-31 | $560k | 1.1k | 513.90 |
| 2024-12-31 | $590k | 1.1k | 538.67 |
| 2024-09-30 | $576k | 1.1k | 527.79 |
| 2024-03-31 | $350k | 727 | 480.70 |
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