A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,029 shares of VOO stock, worth $1.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,029
Previous 2,032 0.15%
Holding current value
$1.09 Million
Previous $976,000 3.89%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$455.1 - $504.28 $1,365 - $1,512
-3 Reduced 0.15%
2,029 $1.01 Million
Q1 2024

May 06, 2024

BUY
$429.43 - $481.35 $21,900 - $24,548
51 Added 2.57%
2,032 $976,000
Q4 2023

Jan 17, 2024

SELL
$377.32 - $438.19 $1,509 - $1,752
-4 Reduced 0.2%
1,981 $865,000
Q3 2023

Nov 06, 2023

BUY
$392.7 - $420.68 $392 - $420
1 Added 0.05%
1,985 $779,000
Q2 2023

Jul 26, 2023

BUY
$371.44 - $407.28 $25,257 - $27,695
68 Added 3.55%
1,984 $808,000
Q1 2023

Apr 28, 2023

BUY
$348.66 - $382.94 $3,835 - $4,212
11 Added 0.58%
1,916 $720,000
Q4 2022

Feb 13, 2023

SELL
$327.64 - $374.54 $13,105 - $14,981
-40 Reduced 2.06%
1,905 $669,000
Q3 2022

Nov 04, 2022

BUY
$328.3 - $395.04 $369,337 - $444,420
1,125 Added 137.2%
1,945 $639,000
Q2 2022

Nov 03, 2022

BUY
$337.07 - $419.85 $276,397 - $344,277
820 New
820 $284,000
Q1 2022

Nov 18, 2022

SELL
$382.7 - $439.25 $335,627 - $385,222
-877 Reduced 45.09%
1,068 $443,000
Q4 2021

Dec 27, 2022

SELL
$394.21 - $439.01 $311,031 - $346,378
-789 Reduced 40.57%
1,156 $505,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.