SIA
Schechter Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.6M | Buy |
82,389
+3,465
| +4% | +$1.28M | 2.52% | 5 |
|
|
2024
Q4 | $32.4M | Sell |
78,924
-2,358
| -3% | -$968K | 2.48% | 6 |
|
|
2024
Q3 | $31.2M | Sell |
81,282
-566
| -0.7% | -$217K | 2.3% | 7 |
|
|
2024
Q2 | $30.6M | Sell |
81,848
-5,406
| -6% | -$2.02M | 2.31% | 7 |
|
|
2024
Q1 | $30M | Sell |
87,254
-1,269
| -1% | -$437K | 2.25% | 8 |
|
|
2023
Q4 | $27.5M | Sell |
88,523
-5,864
| -6% | -$1.82M | 2.38% | 7 |
|
|
2023
Q3 | $25.7M | Sell |
94,387
-668
| -0.7% | -$182K | 2.49% | 7 |
|
|
2023
Q2 | $26.9M | Sell |
95,055
-4,634
| -5% | -$1.31M | 2.42% | 6 |
|
|
2023
Q1 | $24.9M | Buy |
99,689
+1,618
| +2% | +$404K | 2.3% | 5 |
|
|
2022
Q4 | $20.9M | Buy |
98,071
+7,260
| +8% | +$1.55M | 1.91% | 7 |
|
|
2022
Q3 | $19.4M | Buy |
90,811
+5,670
| +7% | +$1.21M | 1.91% | 5 |
|
|
2022
Q2 | $19M | Buy |
85,141
+9,228
| +12% | +$2.06M | 1.85% | 5 |
|
|
2022
Q1 | $21.8M | Buy |
75,913
+3,487
| +5% | +$1M | 2.03% | 4 |
|
|
2021
Q4 | $23.2M | Buy |
+72,426
| New | +$23.2M | 2.1% | 4 |
|