Schrum Private Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,627 shares of VIG stock, worth $660,658. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,627
Previous 3,611
0.44%
Holding current value
$660,658
Previous $659,000
0.46%
% of portfolio
0.6%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio