Shakespeare Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$709K	Buy
2025 Q1	$560K	Sell
2024 Q4	$590K	Buy
2024 Q3	$576K	Buy
2024 Q2	$373K	Buy
2024 Q1	$349K	Buy
2023 Q4	$310K	Buy