SIA
Schechter Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.04M | Buy |
29,255
+4,968
| +20% | +$1.37M | 0.66% | 26 |
|
|
2024
Q4 | $7.04M | Buy |
24,287
+3,333
| +16% | +$966K | 0.54% | 35 |
|
|
2024
Q3 | $5.93M | Buy |
20,954
+294
| +1% | +$83.2K | 0.44% | 45 |
|
|
2024
Q2 | $5.53M | Buy |
20,660
+32
| +0.2% | +$8.56K | 0.42% | 48 |
|
|
2024
Q1 | $5.36M | Buy |
20,628
+10,547
| +105% | +$2.74M | 0.4% | 45 |
|
|
2023
Q4 | $2.39M | Sell |
10,081
-694
| -6% | -$165K | 0.21% | 90 |
|
|
2023
Q3 | $2.29M | Buy |
10,775
+307
| +3% | +$65.2K | 0.22% | 84 |
|
|
2023
Q2 | $2.31M | Sell |
10,468
-134
| -1% | -$29.5K | 0.21% | 92 |
|
|
2023
Q1 | $2.16M | Sell |
10,602
-100
| -0.9% | -$20.4K | 0.2% | 97 |
|
|
2022
Q4 | $2.05M | Buy |
10,702
+1,454
| +16% | +$278K | 0.19% | 114 |
|
|
2022
Q3 | $1.66M | Buy |
9,248
+935
| +11% | +$168K | 0.16% | 137 |
|
|
2022
Q2 | $1.57M | Sell |
8,313
-275
| -3% | -$51.9K | 0.15% | 142 |
|
|
2022
Q1 | $1.96M | Sell |
8,588
-1,511
| -15% | -$344K | 0.18% | 107 |
|
|
2021
Q4 | $2.44M | Buy |
+10,099
| New | +$2.44M | 0.22% | 86 |
|