Schechter Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,039 shares of VBK stock, worth $1.24 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,039

Previous 3,419 18.13%

Holding current value

$1.24 Million

Previous $957,000 6.17%

% of portfolio

0.12%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$247.97 - $296.33 $153,741 - $183,724	620 Added 18.13%	4,039 $1.02 Million
Q4 2024 Feb 06, 2025	SELL	$264.18 - $304.19 $15,058 - $17,338	-57 Reduced 1.64%	3,419 $957,000
Q3 2024 Nov 12, 2024	SELL	$240.48 - $267.94 $18,516 - $20,631	-77 Reduced 2.17%	3,476 $929,000
Q2 2024 Aug 12, 2024	BUY	$237.63 - $258.31 $27,089 - $29,447	114 Added 3.31%	3,553 $888,000
Q1 2024 May 06, 2024	BUY	$231.0 - $260.72 $598,059 - $675,004	2,589 Added 304.59%	3,439 $896,000
Q4 2023 Jan 17, 2024	BUY	$196.36 - $245.46 $166,906 - $208,641	850 New	850 $205,000
Q1 2023 Apr 28, 2023	SELL	$198.77 - $233.54 $15,901 - $18,683	-80 Reduced 7.55%	979 $211,000
Q4 2022 Feb 13, 2023	BUY	$192.0 - $216.09 $203,328 - $228,839	1,059 New	1,059 $212,000
Q1 2022 Nov 18, 2022	BUY	$224.28 - $282.83 $221,812 - $279,718	989 New	989 $246,000
Q4 2021 Dec 27, 2022	BUY	$269.22 - $305.79 $266,258 - $302,426	989 New	989 $279,000

Others Institutions Holding VBK

# of Institutions

1,248

Shares Held

44.6M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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 Small Cap Growth ETF Transaction History