SIA
Schechter Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.96M | Sell |
38,504
-47,789
| -55% | -$2.43M | 0.16% | 124 |
|
|
2024
Q4 | $4.13M | Buy |
86,293
+65,527
| +316% | +$3.13M | 0.32% | 67 |
|
|
2024
Q3 | $1.1M | Sell |
20,766
-44,100
| -68% | -$2.33M | 0.08% | 235 |
|
|
2024
Q2 | $3.21M | Buy |
64,866
+626
| +1% | +$30.9K | 0.24% | 75 |
|
|
2024
Q1 | $3.22M | Buy |
64,240
+38,796
| +152% | +$1.95M | 0.24% | 74 |
|
|
2023
Q4 | $1.22M | Sell |
25,444
-33,345
| -57% | -$1.6M | 0.11% | 192 |
|
|
2023
Q3 | $2.57M | Buy |
58,789
+45,729
| +350% | +$2M | 0.25% | 77 |
|
|
2023
Q2 | $603K | Sell |
13,060
-46,486
| -78% | -$2.15M | 0.05% | 345 |
|
|
2023
Q1 | $2.69M | Buy |
59,546
+38,689
| +185% | +$1.75M | 0.25% | 75 |
|
|
2022
Q4 | $875K | Sell |
20,857
-233,135
| -92% | -$9.78M | 0.08% | 334 |
|
|
2022
Q3 | $9.24M | Buy |
253,992
+196,029
| +338% | +$7.13M | 0.91% | 11 |
|
|
2022
Q2 | $2.37M | Sell |
57,963
-58,856
| -50% | -$2.4M | 0.23% | 71 |
|
|
2022
Q1 | $5.61M | Buy |
116,819
+2,143
| +2% | +$103K | 0.52% | 24 |
|
|
2021
Q4 | $5.86M | Buy |
+114,676
| New | +$5.86M | 0.53% | 25 |
|