Schechter Investment Advisors, LLC Vanguard Small Cap ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,699 shares of VB stock, worth $1.17 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,699

Previous 3,336 40.86%

Holding current value

$1.17 Million

Previous $801,000 30.09%

% of portfolio

0.12%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$217.89 - $252.64 $296,984 - $344,348	1,363 Added 40.86%	4,699 $1.04 Million
Q4 2024 Feb 06, 2025	BUY	$233.76 - $261.58 $194,254 - $217,372	831 Added 33.17%	3,336 $801,000
Q3 2024 Nov 12, 2024	BUY	$214.77 - $237.72 $84,619 - $93,661	394 Added 18.66%	2,505 $594,000
Q2 2024 Aug 12, 2024	SELL	$210.76 - $226.94 $47,842 - $51,515	-227 Reduced 9.71%	2,111 $460,000
Q1 2024 May 06, 2024	SELL	$204.0 - $228.59 $39,984 - $44,803	-196 Reduced 7.73%	2,338 $534,000

Q4 2023 Jan 17, 2024	SELL	$175.26 - $215.9 $2,979 - $3,670	-17 Reduced 0.67%	2,534 $540,000
Q3 2023 Nov 06, 2023	BUY	$186.24 - $208.75 $9,312 - $10,437	50 Added 2.0%	2,551 $482,000
Q2 2023 Jul 26, 2023	SELL	$181.26 - $198.89 $6,162 - $6,762	-34 Reduced 1.34%	2,501 $497,000
Q1 2023 Apr 28, 2023	SELL	$179.51 - $208.76 $94,063 - $109,390	-524 Reduced 17.13%	2,535 $480,000
Q4 2022 Feb 13, 2023	BUY	$172.82 - $196.57 $17,627 - $20,050	102 Added 3.45%	3,059 $561,000
Q3 2022 Nov 04, 2022	BUY	$170.45 - $206.62 $170 - $206	1 Added 0.03%	2,957 $505,000
Q2 2022 Nov 03, 2022	BUY	$170.7 - $214.67 $504,589 - $634,564	2,956 New	2,956 $521,000
Q1 2022 Nov 18, 2022	SELL	$198.73 - $227.97 $16,892 - $19,377	-85 Reduced 2.87%	2,872 $610,000
Q4 2021 Dec 27, 2022	SELL	$215.13 - $239.37 $125,420 - $139,552	-583 Reduced 19.72%	2,374 $536,000

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Schechter Investment Advisors, LLC Vanguard Small Cap ETF Transaction History