Schrum Private Wealth Management LLC VOO Holdings History
Schrum Private Wealth Management LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 7,021.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.99 Mil. This investment constitutes 3.2% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Schrum Private Wealth Management LLC has made 10 purchases of VOO, at an average price of $476.87, for a total of 10,342.00 shares. In addition, there have been 4 sales at an average price of $527.60 for 3,321.00 shares. Based on historical transaction data and VOO's current price of $583.26, Schrum Private Wealth Management LLC's estimated gain on his VOO holdings is $915,471.02, reflecting a 18.56% gain to date.
Schrum Private Wealth Management LLC VOO ($583.26) Holding Chart
Schrum Private Wealth Management LLC VOO ($583.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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