Schrum Private Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 1,504 shares of VBR stock, worth $297,325. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,504
Previous 3,008 50.0%
Holding current value
$297,325
Previous $603,000 50.58%
% of portfolio
0.25%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$197.36 - $217.3 $296,829 - $326,819
-1,504 Reduced 50.0%
1,504 $298,000
Q3 2024

Nov 05, 2024
BUY
$179.99 - $201.6 $270,704 - $303,206
1,504 Added 100.0%
3,008 $603,000
Q3 2022

Oct 26, 2022
BUY
$143.4 - $172.87 $22,944 - $27,659
160 Added 11.9%
1,504 $216,000
Q4 2021

Mar 11, 2022
BUY
$168.72 - $185.72 $226,759 - $249,607
1,344 New
1,344 $241,000

Others Institutions Holding VBR

# of Institutions
1,695
Shares Held
100M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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