SIA
Schechter Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.24M | Buy |
4,816
+1,118
| +30% | +$287K | 0.1% | 197 |
|
|
2024
Q4 | $997K | Buy |
3,698
+1,185
| +47% | +$320K | 0.08% | 243 |
|
|
2024
Q3 | $662K | Buy |
2,513
+1,316
| +110% | +$346K | 0.05% | 339 |
|
|
2024
Q2 | $299K | Buy |
1,197
+31
| +3% | +$7.74K | 0.02% | 477 |
|
|
2024
Q1 | $280K | Buy |
1,166
+69
| +6% | +$16.5K | 0.02% | 508 |
|
|
2023
Q4 | $239K | Sell |
1,097
-103
| -9% | -$22.5K | 0.02% | 512 |
|
|
2023
Q3 | $235K | Hold |
1,200
| – | – | 0.02% | 511 |
|
|
2023
Q2 | $243K | Hold |
1,200
| – | – | 0.02% | 539 |
|
|
2023
Q1 | $224K | Hold |
1,200
| – | – | 0.02% | 588 |
|
|
2022
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.02% | 746 |
|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$207K | – | 989 |
|
|
2022
Q2 | $207K | Hold |
1,200
| – | – | 0.02% | 833 |
|
|
2022
Q1 | $250K | Hold |
1,200
| – | – | 0.02% | 766 |
|
|
2021
Q4 | $265K | Buy |
+1,200
| New | +$265K | 0.02% | 713 |
|