Schrum Private Wealth Management LLC Vanguard Total World Stk Index Transaction History

Schrum Private Wealth Management LLC

  • $111 Million
  • Q2 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 7,539 shares of VT stock, worth $900,910. This represents 0.77% of its overall portfolio holdings.

Number of Shares
7,539
Previous 7,522 0.23%
Holding current value
$900,910
Previous $831,000 2.17%
% of portfolio
0.77%
Previous 0.76%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$104.94 - $113.51 $1,783 - $1,929
17 Added 0.23%
7,539 $849,000
Q1 2024

May 02, 2024
BUY
$100.68 - $110.5 $251,095 - $275,587
2,494 Added 49.6%
7,522 $831,000
Q4 2023

Jan 25, 2024
SELL
$88.97 - $103.1 $230,788 - $267,441
-2,594 Reduced 34.03%
5,028 $517,000
Q3 2023

Nov 06, 2023
BUY
$92.79 - $100.59 $835 - $905
9 Added 0.12%
7,622 $710,000
Q2 2023

Jul 24, 2023
SELL
$91.33 - $98.06 $21,462 - $23,044
-235 Reduced 2.99%
7,613 $738,000
Q1 2023

Apr 19, 2023
SELL
$86.24 - $94.55 $34,668 - $38,009
-402 Reduced 4.87%
7,848 $722,000
Q4 2022

Jan 19, 2023
BUY
$78.67 - $91.07 $1,337 - $1,548
17 Added 0.21%
8,250 $0
Q3 2022

Oct 26, 2022
BUY
$78.88 - $94.48 $69,414 - $83,142
880 Added 11.97%
8,233 $649,000
Q2 2022

Jul 22, 2022
SELL
$83.88 - $102.77 $21,053 - $25,795
-251 Reduced 3.3%
7,353 $627,000
Q1 2022

May 05, 2022
BUY
$93.8 - $108.09 $184,598 - $212,721
1,968 Added 34.92%
7,604 $738,000
Q4 2021

Mar 11, 2022
BUY
$101.45 - $109.23 $571,772 - $615,620
5,636 New
5,636 $605,000

Others Institutions Holding VT

# of Institutions
959
Shares Held
86.7M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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