Schechter Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $997K | Buy |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $265K | Buy |
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