SIA
Schechter Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.4M | Sell |
77,522
-290
| -0.4% | -$50K | 1.1% | 18 |
|
|
2024
Q4 | $14.8M | Buy |
77,812
+68
| +0.1% | +$12.9K | 1.13% | 17 |
|
|
2024
Q3 | $14.1M | Buy |
77,744
+1,846
| +2% | +$336K | 1.04% | 19 |
|
|
2024
Q2 | $12.8M | Sell |
75,898
-3,511
| -4% | -$593K | 0.97% | 24 |
|
|
2024
Q1 | $13.9M | Buy |
79,409
+1,114
| +1% | +$195K | 1.04% | 23 |
|
|
2023
Q4 | $12.9M | Sell |
78,295
-2,852
| -4% | -$469K | 1.12% | 18 |
|
|
2023
Q3 | $11.6M | Buy |
81,147
+141
| +0.2% | +$20.2K | 1.13% | 18 |
|
|
2023
Q2 | $12.1M | Buy |
81,006
+2,337
| +3% | +$348K | 1.08% | 18 |
|
|
2023
Q1 | $11M | Buy |
78,669
+1,571
| +2% | +$220K | 1.02% | 17 |
|
|
2022
Q4 | $10.2M | Buy |
77,098
+3,496
| +5% | +$464K | 0.94% | 12 |
|
|
2022
Q3 | $9.36M | Buy |
73,602
+8,849
| +14% | +$1.12M | 0.92% | 10 |
|
|
2022
Q2 | $8.49M | Buy |
64,753
+1,345
| +2% | +$176K | 0.83% | 13 |
|
|
2022
Q1 | $10.5M | Buy |
63,408
+1,371
| +2% | +$227K | 0.98% | 10 |
|
|
2021
Q4 | $11.3M | Buy |
+62,037
| New | +$11.3M | 1.02% | 10 |
|