Schrum Private Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Schrum Private Wealth Management LLC
- $118 Million
- Q4 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 765 shares of VO stock, worth $206,878. This represents 0.17% of its overall portfolio holdings.
Number of Shares
765
Previous 1,182
35.28%
Holding current value
$206,878
Previous $311,000
35.05%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,287Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio