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

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 6,765 shares of VBR stock, worth $1.34 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,765

Previous 5,996 12.83%

Holding current value

$1.34 Million

Previous $1.19 Million 6.06%

% of portfolio

0.15%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$183.02 - $207.75 $140,742 - $159,759	769 Added 12.83%	6,765 $1.26 Million
Q4 2024 Feb 06, 2025	SELL	$197.36 - $217.3 $3,157 - $3,476	-16 Reduced 0.27%	5,996 $1.19 Million
Q3 2024 Nov 12, 2024	BUY	$179.99 - $201.6 $183,409 - $205,430	1,019 Added 20.41%	6,012 $1.21 Million
Q2 2024 Aug 12, 2024	BUY	$177.65 - $191.11 $14,389 - $15,479	81 Added 1.65%	4,993 $911,000
Q1 2024 May 06, 2024	SELL	$172.45 - $191.88 $51,907 - $57,755	-301 Reduced 5.77%	4,912 $942,000
Q4 2023 Jan 17, 2024	SELL	$149.18 - $181.94 $46,842 - $57,129	-314 Reduced 5.68%	5,213 $938,000
Q3 2023 Nov 06, 2023	SELL	$157.33 - $174.39 $11,642 - $12,904	-74 Reduced 1.32%	5,527 $881,000
Q2 2023 Jul 26, 2023	SELL	$150.74 - $165.4 $23,666 - $25,967	-157 Reduced 2.73%	5,601 $926,000
Q1 2023 Apr 28, 2023	BUY	$150.22 - $177.69 $150 - $177	1 Added 0.02%	5,758 $914,000
Q4 2022 Feb 13, 2023	BUY	$147.25 - $169.54 $59,047 - $67,985	401 Added 7.49%	5,757 $914,000
Q3 2022 Nov 04, 2022	BUY	$143.4 - $172.87 $449,702 - $542,120	3,136 Added 141.26%	5,356 $768,000
Q2 2022 Nov 03, 2022	BUY	$146.67 - $178.24 $325,607 - $395,692	2,220 New	2,220 $333,000
Q1 2022 Nov 18, 2022	SELL	$165.62 - $182.58 $514,415 - $567,093	-3,106 Reduced 57.99%	2,250 $396,000
Q4 2021 Dec 27, 2022	SELL	$168.72 - $185.72 $498,230 - $548,431	-2,953 Reduced 55.13%	2,403 $430,000

Others Institutions Holding VBR

# of Institutions

1,733

Shares Held

93M

Call Options Held

44.4K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

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