Schechter Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 19,221 shares of VIG stock, worth $3.5 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

19,221

Previous 25,884 25.74%

Holding current value

$3.5 Million

Previous $4.71 Million 25.73%

% of portfolio

0.41%

Previous 0.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	N/A	-6,663 Reduced 25.74%	19,221 $3.5 Million
Q4 2024 Feb 06, 2025	SELL	N/A	-84 Reduced 0.32%	25,884 $4.71 Million
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $216,940 - $216,940	-1,191 Reduced 4.39%	25,968 $4.73 Million
Q2 2024 Aug 12, 2024	BUY	$173.33 - $185.29 $85,105 - $90,977	491 Added 1.84%	27,159 $4.96 Million
Q1 2024 May 06, 2024	BUY	$168.47 - $182.98 $3.4 Million - $3.69 Million	20,193 Added 311.86%	26,668 $4.87 Million
Q4 2023 Jan 17, 2024	BUY	$150.16 - $171.16 $23,575 - $26,872	157 Added 2.48%	6,475 $1.1 Million
Q3 2023 Nov 06, 2023	SELL	$155.38 - $166.95 $50,343 - $54,091	-324 Reduced 4.88%	6,318 $981,000
Q2 2023 Jul 26, 2023	SELL	$152.74 - $162.43 $46,432 - $49,378	-304 Reduced 4.38%	6,642 $1.08 Million
Q1 2023 Apr 28, 2023	BUY	$147.24 - $158.33 $100,859 - $108,456	685 Added 10.94%	6,946 $1.07 Million
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $52,287 - $57,294	361 Added 6.12%	6,261 $950,000
Q3 2022 Nov 04, 2022	BUY	N/A	446 Added 8.18%	5,900 $797,000
Q2 2022 Nov 03, 2022	BUY	N/A	5,454 New	5,454 $782,000
Q1 2022 Nov 18, 2022	SELL	N/A	-296 Reduced 5.02%	5,604 $909,000
Q4 2021 Dec 27, 2022	SELL	N/A	-372 Reduced 6.31%	5,528 $949,000

Others Institutions Holding VIG

# of Institutions

2,542

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

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About VANGUARD DIVIDEND APPRECIATION

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Schechter Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History