Schrum Private Wealth Management LLC Vanguard Small Cap ETF Transaction History

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 9,462 shares of VB stock, worth $2.28 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
9,462
Previous 3,502 170.19%
Holding current value
$2.28 Million
Previous $763,000 194.1%
% of portfolio
1.16%
Previous 0.69%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$214.77 - $237.72 $1.28 Million - $1.42 Million
5,960 Added 170.19%
9,462 $2.24 Million
Q2 2024

Jul 30, 2024
SELL
$210.76 - $226.94 $4,215 - $4,538
-20 Reduced 0.57%
3,502 $763,000
Q1 2024

May 02, 2024
BUY
$204.0 - $228.59 $74,256 - $83,206
364 Added 11.53%
3,522 $805,000
Q4 2023

Jan 25, 2024
BUY
$175.26 - $215.9 $121,279 - $149,402
692 Added 28.06%
3,158 $673,000
Q3 2023

Nov 06, 2023
BUY
$186.24 - $208.75 $558 - $626
3 Added 0.12%
2,466 $466,000
Q2 2023

Jul 24, 2023
BUY
$181.26 - $198.89 $362 - $397
2 Added 0.08%
2,463 $489,000
Q1 2023

Apr 19, 2023
SELL
$179.51 - $208.76 $57,084 - $66,385
-318 Reduced 11.44%
2,461 $466,000
Q4 2022

Jan 19, 2023
SELL
$172.82 - $196.57 $691 - $786
-4 Reduced 0.14%
2,779 $0
Q3 2022

Oct 26, 2022
BUY
$170.45 - $206.62 $2,215 - $2,686
13 Added 0.47%
2,783 $476,000
Q2 2022

Jul 22, 2022
BUY
$170.7 - $214.67 $7,169 - $9,016
42 Added 1.54%
2,770 $488,000
Q1 2022

May 05, 2022
BUY
$198.73 - $227.97 $18,084 - $20,745
91 Added 3.45%
2,728 $539,000
Q4 2021

Mar 11, 2022
BUY
$215.13 - $239.37 $567,297 - $631,218
2,637 New
2,637 $597,000

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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