Schrum Private Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 918 shares of VTI stock, worth $273,564. This represents 0.23% of its overall portfolio holdings.

Number of Shares
918
Previous 1,628 43.61%
Holding current value
$273,564
Previous $460,000 42.17%
% of portfolio
0.23%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$280.04 - $302.45 $198,828 - $214,739
-710 Reduced 43.61%
918 $266,000
Q3 2024

Nov 05, 2024
BUY
$255.18 - $283.2 $121,720 - $135,086
477 Added 41.44%
1,628 $460,000
Q2 2024

Jul 30, 2024
BUY
$245.23 - $269.4 $282,259 - $310,079
1,151 New
1,151 $307,000

Others Institutions Holding VTI

# of Institutions
3,223
Shares Held
458M
Call Options Held
1.39M
Put Options Held
611K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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