Vanguard S&p 500 Etf idx shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 3.2k | 480.72 |
| 2023-12-31 | $1.3M | 3.0k | 436.98 |
| 2023-09-30 | $877k | 2.2k | 392.80 |
| 2023-06-30 | $904k | 2.2k | 407.39 |
| 2023-03-31 | $678k | 1.8k | 375.99 |
| 2022-12-31 | $617k | 1.8k | 351.49 |
| 2022-09-30 | $570k | 1.7k | 328.53 |
| 2022-06-30 | $636k | 1.8k | 347.16 |
| 2022-03-31 | $754k | 2.0k | 383.13 |
| 2021-12-31 | $884k | 2.0k | 436.33 |
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