Schechter Investment Advisors, LLC Vanguard Growth ETF Transaction History

Schechter Investment Advisors, LLC

$1.03 Billion
Q1 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 87,254 shares of VUG stock, worth $33.4 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

87,254

Previous 88,523 1.43%

Holding current value

$33.4 Million

Previous $27.5 Million 9.13%

% of portfolio

2.91%

Previous 2.92%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$301.05 - $346.61 $382,032 - $439,848	-1,269 Reduced 1.43%	87,254 $30 Million
Q4 2023 Jan 17, 2024	SELL	$261.54 - $312.16 $1.53 Million - $1.83 Million	-5,864 Reduced 6.21%	88,523 $27.5 Million
Q3 2023 Nov 06, 2023	SELL	$269.56 - $293.5 $180,066 - $196,058	-668 Reduced 0.7%	94,387 $25.7 Million
Q2 2023 Jul 26, 2023	SELL	$243.06 - $282.96 $1.13 Million - $1.31 Million	-4,634 Reduced 4.65%	95,055 $26.9 Million
Q1 2023 Apr 28, 2023	BUY	$209.25 - $249.44 $338,566 - $403,593	1,618 Added 1.65%	99,689 $24.9 Million

Q4 2022 Feb 13, 2023	BUY	$208.44 - $233.81 $1.51 Million - $1.7 Million	7,260 Added 7.99%	98,071 $20.9 Million
Q3 2022 Nov 04, 2022	BUY	N/A	5,670 Added 6.66%	90,811 $19.4 Million
Q2 2022 Nov 03, 2022	BUY	N/A	85,141 New	85,141 $19 Million
Q1 2022 Nov 18, 2022	SELL	N/A	-14,898 Reduced 16.41%	75,913 $21.8 Million
Q4 2021 Dec 27, 2022	SELL	N/A	-18,385 Reduced 20.25%	72,426 $23.2 Million

Others Institutions Holding VUG

# of Institutions

2,195

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Schechter Investment Advisors, LLC Vanguard Growth ETF Transaction History