SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,296
| Closed | -$271K | – | 139 |
|
|
2021
Q1 | $271K | Hold |
3,296
| – | – | 0.07% | 104 |
|
|
2020
Q4 | $273K | Sell |
3,296
-130
| -4% | -$10.8K | 0.08% | 69 |
|
|
2020
Q3 | $285K | Hold |
3,426
| – | – | 0.1% | 73 |
|
|
2020
Q2 | $285K | Hold |
3,426
| – | – | 0.1% | 66 |
|
|
2020
Q1 | $282K | Sell |
3,426
-284
| -8% | -$23.4K | 0.1% | 63 |
|
|
2019
Q4 | $299K | Hold |
3,710
| – | – | 0.09% | 50 |
|
|
2019
Q3 | $300K | Sell |
3,710
-1,162
| -24% | -$94K | 0.09% | 48 |
|
|
2019
Q2 | $392K | Sell |
4,872
-344
| -7% | -$27.7K | 0.14% | 42 |
|
|
2019
Q1 | $415K | Sell |
5,216
-1,284
| -20% | -$102K | 0.16% | 37 |
|
|
2018
Q4 | $511K | Sell |
6,500
-1,385
| -18% | -$109K | 0.22% | 32 |
|
|
2018
Q3 | $615K | Sell |
7,885
-2,548
| -24% | -$199K | 0.39% | 25 |
|
|
2018
Q2 | $816K | Sell |
10,433
-6,162
| -37% | -$482K | 0.54% | 18 |
|
|
2018
Q1 | $1.3M | Sell |
16,595
-2,008
| -11% | -$158K | 0.73% | 13 |
|
|
2017
Q4 | $1.47M | Sell |
18,603
-470
| -2% | -$37.2K | 0.85% | 12 |
|
|
2017
Q3 | $1.52M | Sell |
19,073
-1,792
| -9% | -$143K | 0.98% | 11 |
|
|
2017
Q2 | $1.67M | Sell |
20,865
-124
| -0.6% | -$9.9K | 1.09% | 11 |
|
|
2017
Q1 | $1.67M | Sell |
20,989
-889
| -4% | -$70.9K | 1.14% | 12 |
|
|
2016
Q4 | $1.74M | Sell |
21,878
-4,105
| -16% | -$326K | 1.18% | 11 |
|
|
2016
Q3 | $2.1M | Sell |
25,983
-125
| -0.5% | -$10.1K | 1.36% | 11 |
|
|
2016
Q2 | $2.12M | Sell |
26,108
-273
| -1% | -$22.1K | 1.43% | 8 |
|
|
2016
Q1 | $2.13M | Sell |
26,381
-774
| -3% | -$62.4K | 1.48% | 8 |
|
|
2015
Q4 | $2.16M | Buy |
+27,155
| New | +$2.16M | 2.5% | 8 |
|