Shakespeare Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Shakespeare Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Sell
2025 Q2	$281K	Hold
2025 Q1	$263K	Sell
2024 Q4	$286K	Buy
2024 Q3	$282K	Hold
2024 Q2	$260K	Buy
2024 Q1	$271K	Sell
2023 Q4	$256K	Buy