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

Schechter Investment Advisors, LLC

  • $997 Million
  • Q3 2024

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 6,012 shares of VBR stock, worth $1.25 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,012
Previous 4,993 20.41%
Holding current value
$1.25 Million
Previous $911,000 32.49%
% of portfolio
0.12%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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