Schechter Investment Advisors, LLC Vanguard Growth ETF Transaction History

Schechter Investment Advisors, LLC

$997 Million
Q3 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 81,282 shares of VUG stock, worth $34 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

81,282

Previous 81,848 0.69%

Holding current value

$34 Million

Previous $30.6 Million 1.94%

% of portfolio

3.13%

Previous 3.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $193,051 - $221,838	-566 Reduced 0.69%	81,282 $31.2 Million
Q2 2024 Aug 12, 2024	SELL	$322.46 - $377.11 $1.74 Million - $2.04 Million	-5,406 Reduced 6.2%	81,848 $30.6 Million
Q1 2024 May 06, 2024	SELL	$301.05 - $346.61 $382,032 - $439,848	-1,269 Reduced 1.43%	87,254 $30 Million
Q4 2023 Jan 17, 2024	SELL	$261.54 - $312.16 $1.53 Million - $1.83 Million	-5,864 Reduced 6.21%	88,523 $27.5 Million
Q3 2023 Nov 06, 2023	SELL	$269.56 - $293.5 $180,066 - $196,058	-668 Reduced 0.7%	94,387 $25.7 Million
Q2 2023 Jul 26, 2023	SELL	$243.06 - $282.96 $1.13 Million - $1.31 Million	-4,634 Reduced 4.65%	95,055 $26.9 Million
Q1 2023 Apr 28, 2023	BUY	$209.25 - $249.44 $338,566 - $403,593	1,618 Added 1.65%	99,689 $24.9 Million
Q4 2022 Feb 13, 2023	BUY	$208.44 - $233.81 $1.51 Million - $1.7 Million	7,260 Added 7.99%	98,071 $20.9 Million
Q3 2022 Nov 04, 2022	BUY	$213.95 - $266.28 $1.21 Million - $1.51 Million	5,670 Added 6.66%	90,811 $19.4 Million
Q2 2022 Nov 03, 2022	BUY	$214.97 - $293.87 $18.3 Million - $25 Million	85,141 New	85,141 $19 Million
Q1 2022 Nov 18, 2022	SELL	$254.37 - $323.09 $3.79 Million - $4.81 Million	-14,898 Reduced 16.41%	75,913 $21.8 Million
Q4 2021 Dec 27, 2022	SELL	$287.0 - $325.67 $5.28 Million - $5.99 Million	-18,385 Reduced 20.25%	72,426 $23.2 Million

Others Institutions Holding VUG

# of Institutions

2,374

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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 Growth ETF Transaction History