Schechter Investment Advisors, LLC Vanguard Growth ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 82,389 shares of VUG stock, worth $39.8 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares

82,389

Previous 78,924 4.39%

Holding current value

$39.8 Million

Previous $32.4 Million 5.69%

% of portfolio

3.58%

Previous 3.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$369.1 - $427.61 $1.28 Million - $1.48 Million	3,465 Added 4.39%	82,389 $30.6 Million
Q4 2024 Feb 06, 2025	SELL	$378.79 - $428.11 $893,186 - $1.01 Million	-2,358 Reduced 2.9%	78,924 $32.4 Million
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $193,051 - $221,838	-566 Reduced 0.69%	81,282 $31.2 Million
Q2 2024 Aug 12, 2024	SELL	$322.46 - $377.11 $1.74 Million - $2.04 Million	-5,406 Reduced 6.2%	81,848 $30.6 Million
Q1 2024 May 06, 2024	SELL	$301.05 - $346.61 $382,032 - $439,848	-1,269 Reduced 1.43%	87,254 $30 Million

Q4 2023 Jan 17, 2024	SELL	$261.54 - $312.16 $1.53 Million - $1.83 Million	-5,864 Reduced 6.21%	88,523 $27.5 Million
Q3 2023 Nov 06, 2023	SELL	$269.56 - $293.5 $180,066 - $196,058	-668 Reduced 0.7%	94,387 $25.7 Million
Q2 2023 Jul 26, 2023	SELL	$243.06 - $282.96 $1.13 Million - $1.31 Million	-4,634 Reduced 4.65%	95,055 $26.9 Million
Q1 2023 Apr 28, 2023	BUY	$209.25 - $249.44 $338,566 - $403,593	1,618 Added 1.65%	99,689 $24.9 Million
Q4 2022 Feb 13, 2023	BUY	$208.44 - $233.81 $1.51 Million - $1.7 Million	7,260 Added 7.99%	98,071 $20.9 Million
Q3 2022 Nov 04, 2022	BUY	$213.95 - $266.28 $1.21 Million - $1.51 Million	5,670 Added 6.66%	90,811 $19.4 Million
Q2 2022 Nov 03, 2022	BUY	$214.97 - $293.87 $18.3 Million - $25 Million	85,141 New	85,141 $19 Million
Q1 2022 Nov 18, 2022	SELL	$254.37 - $323.09 $3.79 Million - $4.81 Million	-14,898 Reduced 16.41%	75,913 $21.8 Million
Q4 2021 Dec 27, 2022	SELL	$287.0 - $325.67 $5.28 Million - $5.99 Million	-18,385 Reduced 20.25%	72,426 $23.2 Million

Others Institutions Holding VUG

# of Institutions

2,914

Shares Held

277M

Call Options Held

345K

Put Options Held

186K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Schechter Investment Advisors, LLC Vanguard Growth ETF Transaction History