Shakespeare Wealth Management, LLC's ownership history for VTI

Shakespeare Wealth Management, LLC currently holds 14.9K shares with a market value of $4.8M. It started holding VTI on 2024-09-30. At its peak, it held 14.9K shares on 2026-03-31. Its highest holding value was $5.0M on 2025-12-31. At its lowest, it held 14.8K shares on 2025-06-30, with a value of $4.1M on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 135. In the recent year, Shakespeare Wealth Management, LLC has increased its shares by 99.