SIA
Schechter Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.02M | Buy |
4,039
+620
| +18% | +$156K | 0.08% | 234 |
|
|
2024
Q4 | $958K | Sell |
3,419
-57
| -2% | -$16K | 0.07% | 247 |
|
|
2024
Q3 | $929K | Sell |
3,476
-77
| -2% | -$20.6K | 0.07% | 265 |
|
|
2024
Q2 | $889K | Buy |
3,553
+114
| +3% | +$28.5K | 0.07% | 264 |
|
|
2024
Q1 | $897K | Buy |
3,439
+2,589
| +305% | +$675K | 0.07% | 267 |
|
|
2023
Q4 | $206K | Buy |
+850
| New | +$206K | 0.02% | 560 |
|
|
2023
Q2 | – | Sell |
-979
| Closed | -$212K | – | 698 |
|
|
2023
Q1 | $212K | Sell |
979
-80
| -8% | -$17.3K | 0.02% | 605 |
|
|
2022
Q4 | $212K | Buy |
+1,059
| New | +$212K | 0.02% | 741 |
|
|
2022
Q2 | – | Sell |
-989
| Closed | -$246K | – | 1005 |
|
|
2022
Q1 | $246K | Hold |
989
| – | – | 0.02% | 771 |
|
|
2021
Q4 | $279K | Buy |
+989
| New | +$279K | 0.03% | 694 |
|