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

Schrum Private Wealth Management LLC

  • $111 Million
  • Q2 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 $300,093. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,504
Previous 1,504 -0.0%
Holding current value
$300,093
Previous $288,000 4.86%
% of portfolio
0.25%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,464
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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