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 2,505 shares of VB stock, worth $645,613. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,505
Previous 2,111 18.66%
Holding current value
$645,613
Previous $460,000 29.13%
% of portfolio
0.06%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.