Schechter Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Sell |
2,337
-46
| -2% | -$23.6K | 0.1% | 202 |
|
|
2024
Q4 | $1.28M | Buy |
2,383
+148
| +7% | +$79.8K | 0.1% | 196 |
|
|
2024
Q3 | $1.18M | Buy |
2,235
+206
| +10% | +$109K | 0.09% | 219 |
|
|
2024
Q2 | $1.01M | Sell |
2,029
-3
| -0.1% | -$1.5K | 0.08% | 234 |
|
|
2024
Q1 | $977K | Buy |
2,032
+51
| +3% | +$24.5K | 0.07% | 251 |
|
|
2023
Q4 | $865K | Sell |
1,981
-4
| -0.2% | -$1.75K | 0.08% | 253 |
|
|
2023
Q3 | $779K | Buy |
1,985
+1
| +0.1% | +$393 | 0.08% | 262 |
|
|
2023
Q2 | $808K | Buy |
1,984
+68
| +4% | +$27.7K | 0.07% | 281 |
|
|
2023
Q1 | $721K | Buy |
1,916
+11
| +0.6% | +$4.14K | 0.07% | 324 |
|
|
2022
Q4 | $669K | Sell |
1,905
-40
| -2% | -$14.1K | 0.06% | 415 |
|
|
2022
Q3 | $639K | Buy |
1,945
+1,125
| +137% | +$370K | 0.06% | 431 |
|
|
2022
Q2 | $284K | Sell |
820
-248
| -23% | -$85.9K | 0.03% | 728 |
|
|
2022
Q1 | $443K | Sell |
1,068
-88
| -8% | -$36.5K | 0.04% | 567 |
|
|
2021
Q4 | $505K | Buy |
+1,156
| New | +$505K | 0.05% | 499 |
|