Schechter Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $911K | Buy |
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|
2024
Q1 | $943K | Sell |
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|
2023
Q4 | $938K | Sell |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $926K | Sell |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $914K | Buy |
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|
2022
Q3 | $768K | Buy |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $430K | Buy |
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