Schechter Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Buy |
6,765
+769
| +13% | +$143K | 0.1% | 194 |
|
|
2024
Q4 | $1.19M | Sell |
5,996
-16
| -0.3% | -$3.17K | 0.09% | 210 |
|
|
2024
Q3 | $1.21M | Buy |
6,012
+1,019
| +20% | +$205K | 0.09% | 215 |
|
|
2024
Q2 | $911K | Buy |
4,993
+81
| +2% | +$14.8K | 0.07% | 258 |
|
|
2024
Q1 | $943K | Sell |
4,912
-301
| -6% | -$57.8K | 0.07% | 254 |
|
|
2023
Q4 | $938K | Sell |
5,213
-314
| -6% | -$56.5K | 0.08% | 241 |
|
|
2023
Q3 | $882K | Sell |
5,527
-74
| -1% | -$11.8K | 0.09% | 241 |
|
|
2023
Q2 | $926K | Sell |
5,601
-157
| -3% | -$26K | 0.08% | 255 |
|
|
2023
Q1 | $914K | Buy |
5,758
+1
| +0% | +$159 | 0.08% | 274 |
|
|
2022
Q4 | $914K | Buy |
5,757
+401
| +7% | +$63.7K | 0.08% | 319 |
|
|
2022
Q3 | $768K | Buy |
5,356
+3,136
| +141% | +$450K | 0.08% | 370 |
|
|
2022
Q2 | $333K | Sell |
2,220
-30
| -1% | -$4.5K | 0.03% | 663 |
|
|
2022
Q1 | $396K | Sell |
2,250
-153
| -6% | -$26.9K | 0.04% | 606 |
|
|
2021
Q4 | $430K | Buy |
+2,403
| New | +$430K | 0.04% | 555 |
|