A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,235 shares of VOO stock, worth $1.22 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,029 10.15%
Holding current value
$1.22 Million
Previous $1.01 Million 16.27%
% of portfolio
0.12%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$475.2 - $527.7 $97,891 - $108,706
206 Added 10.15%
2,235 $1.18 Million
Q2 2024

Aug 12, 2024

SELL
$455.1 - $504.28 $1,365 - $1,512
-3 Reduced 0.15%
2,029 $1.01 Million
Q1 2024

May 06, 2024

BUY
$429.43 - $481.35 $21,900 - $24,548
51 Added 2.57%
2,032 $976,000
Q4 2023

Jan 17, 2024

SELL
$377.32 - $438.19 $1,509 - $1,752
-4 Reduced 0.2%
1,981 $865,000
Q3 2023

Nov 06, 2023

BUY
$392.7 - $420.68 $392 - $420
1 Added 0.05%
1,985 $779,000
Q2 2023

Jul 26, 2023

BUY
$371.44 - $407.28 $25,257 - $27,695
68 Added 3.55%
1,984 $808,000
Q1 2023

Apr 28, 2023

BUY
$348.66 - $382.94 $3,835 - $4,212
11 Added 0.58%
1,916 $720,000
Q4 2022

Feb 13, 2023

SELL
$327.64 - $374.54 $13,105 - $14,981
-40 Reduced 2.06%
1,905 $669,000
Q3 2022

Nov 04, 2022

BUY
$328.3 - $395.04 $369,337 - $444,420
1,125 Added 137.2%
1,945 $639,000
Q2 2022

Nov 03, 2022

BUY
$337.07 - $419.85 $276,397 - $344,277
820 New
820 $284,000
Q1 2022

Nov 18, 2022

SELL
$382.7 - $439.25 $335,627 - $385,222
-877 Reduced 45.09%
1,068 $443,000
Q4 2021

Dec 27, 2022

SELL
$394.21 - $439.01 $311,031 - $346,378
-789 Reduced 40.57%
1,156 $505,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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