SIA
Schechter Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,525
| Closed | -$662K | – | 687 |
|
|
2024
Q4 | $662K | Buy |
11,525
+5,602
| +95% | +$322K | 0.05% | 321 |
|
|
2024
Q3 | $373K | Sell |
5,923
-6,424
| -52% | -$405K | 0.03% | 453 |
|
|
2024
Q2 | $724K | Buy |
12,347
+6,390
| +107% | +$375K | 0.05% | 298 |
|
|
2024
Q1 | $349K | Sell |
5,957
-5,917
| -50% | -$347K | 0.03% | 462 |
|
|
2023
Q4 | $667K | Sell |
11,874
-294
| -2% | -$16.5K | 0.06% | 300 |
|
|
2023
Q3 | $631K | Buy |
+12,168
| New | +$631K | 0.06% | 298 |
|
|
2023
Q2 | – | Sell |
-8,454
| Closed | -$452K | – | 699 |
|
|
2023
Q1 | $452K | Buy |
8,454
+4,287
| +103% | +$229K | 0.04% | 435 |
|
|
2022
Q4 | $209K | Sell |
4,167
-25,876
| -86% | -$1.3M | 0.02% | 747 |
|
|
2022
Q3 | $1.33M | Buy |
30,043
+17,305
| +136% | +$768K | 0.13% | 205 |
|
|
2022
Q2 | $636K | Sell |
12,738
-3,662
| -22% | -$183K | 0.06% | 448 |
|
|
2022
Q1 | $944K | Buy |
+16,400
| New | +$944K | 0.09% | 325 |
|