Schechter Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $977K | Buy |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $808K | Buy |
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|
2023
Q1 | $721K | Buy |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $639K | Buy |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $505K | Buy |
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