Schechter Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Schechter Investment Advisors, LLC

$945 Million
Q4 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,383 shares of VOO stock, worth $1.34 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,383

Previous 2,235 6.62%

Holding current value

$1.34 Million

Previous $1.18 Million 8.82%

% of portfolio

0.14%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$521.84 - $558.82 $77,232 - $82,705	148 Added 6.62%	2,383 $1.28 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $97,891 - $108,706	206 Added 10.15%	2,235 $1.18 Million
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $1,365 - $1,512	-3 Reduced 0.15%	2,029 $1.01 Million
Q1 2024 May 06, 2024	BUY	$429.43 - $481.35 $21,900 - $24,548	51 Added 2.57%	2,032 $976,000
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $1,509 - $1,752	-4 Reduced 0.2%	1,981 $865,000
Q3 2023 Nov 06, 2023	BUY	$392.7 - $420.68 $392 - $420	1 Added 0.05%	1,985 $779,000
Q2 2023 Jul 26, 2023	BUY	$371.44 - $407.28 $25,257 - $27,695	68 Added 3.55%	1,984 $808,000
Q1 2023 Apr 28, 2023	BUY	$348.66 - $382.94 $3,835 - $4,212	11 Added 0.58%	1,916 $720,000
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $13,105 - $14,981	-40 Reduced 2.06%	1,905 $669,000
Q3 2022 Nov 04, 2022	BUY	$328.3 - $395.04 $369,337 - $444,420	1,125 Added 137.2%	1,945 $639,000
Q2 2022 Nov 03, 2022	BUY	$337.07 - $419.85 $276,397 - $344,277	820 New	820 $284,000
Q1 2022 Nov 18, 2022	SELL	$382.7 - $439.25 $335,627 - $385,222	-877 Reduced 45.09%	1,068 $443,000
Q4 2021 Dec 27, 2022	SELL	$394.21 - $439.01 $311,031 - $346,378	-789 Reduced 40.57%	1,156 $505,000

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Schechter Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History