Schrum Private Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 2025

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 5,088 shares of VIG stock, worth $926,779. This represents 0.68% of its overall portfolio holdings.

Number of Shares
5,088
Previous 5,109 0.41%
Holding current value
$926,779
Previous $930,000 0.43%
% of portfolio
0.68%
Previous 0.75%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
N/A
-21 Reduced 0.41%
5,088 $926,000
Q2 2025

Jul 23, 2025
BUY
N/A
733 Added 16.75%
5,109 $930,000
Q1 2025

May 02, 2025
BUY
N/A
675 Added 18.24%
4,376 $797,000
Q4 2024

Feb 06, 2025
SELL
N/A
-2,229 Reduced 37.59%
3,701 $674,000
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $419,491 - $419,491
2,303 Added 63.5%
5,930 $1.08 Million
Q2 2024

Jul 30, 2024
BUY
$173.33 - $185.29 $2,773 - $2,964
16 Added 0.44%
3,627 $662,000
Q1 2024

May 02, 2024
BUY
$168.47 - $182.98 $114,896 - $124,792
682 Added 23.28%
3,611 $659,000
Q4 2023

Jan 25, 2024
SELL
$150.16 - $171.16 $68,923 - $78,562
-459 Reduced 13.55%
2,929 $499,000
Q3 2023

Nov 06, 2023
BUY
$155.38 - $166.95 $310 - $333
2 Added 0.06%
3,388 $526,000
Q2 2023

Jul 24, 2023
SELL
$152.74 - $162.43 $305 - $324
-2 Reduced 0.06%
3,386 $549,000
Q1 2023

Apr 19, 2023
BUY
$147.24 - $158.33 $1,619 - $1,741
11 Added 0.33%
3,388 $521,000
Q3 2022

Oct 26, 2022
BUY
N/A
2 Added 0.06%
3,377 $456,000
Q2 2022

Jul 22, 2022
BUY
N/A
24 Added 0.72%
3,375 $484,000
Q1 2022

May 05, 2022
BUY
N/A
193 Added 6.11%
3,351 $522,000
Q4 2021

Mar 11, 2022
BUY
N/A
3,158 New
3,158 $544,000

Others Institutions Holding VIG

# of Institutions
2,655
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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