SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
8,232
+5,926
| +257% | +$1.4M | 0.29% | 48 |
|
|
2025
Q1 | $511K | Hold |
2,306
| – | – | 0.09% | 86 |
|
|
2024
Q4 | $554K | Sell |
2,306
-179
| -7% | -$43K | 0.1% | 82 |
|
|
2024
Q3 | $589K | Sell |
2,485
-98
| -4% | -$23.2K | 0.12% | 73 |
|
|
2024
Q2 | $563K | Sell |
2,583
-513
| -17% | -$112K | 0.13% | 69 |
|
|
2024
Q1 | $708K | Buy |
3,096
+246
| +9% | +$56.2K | 0.16% | 61 |
|
|
2023
Q4 | $608K | Buy |
2,850
+335
| +13% | +$71.5K | 0.16% | 58 |
|
|
2023
Q3 | $476K | Sell |
2,515
-720
| -22% | -$136K | 0.11% | 60 |
|
|
2023
Q2 | $643K | Sell |
3,235
-451
| -12% | -$89.7K | 0.15% | 53 |
|
|
2023
Q1 | $699K | Sell |
3,686
-194
| -5% | -$36.8K | 0.14% | 54 |
|
|
2022
Q4 | $712K | Buy |
3,880
+461
| +13% | +$84.6K | 0.16% | 51 |
|
|
2022
Q3 | $584K | Hold |
3,419
| – | – | 0.17% | 55 |
|
|
2022
Q2 | $602K | Buy |
3,419
+54
| +2% | +$9.51K | 0.17% | 63 |
|
|
2022
Q1 | $715K | Hold |
3,365
| – | – | 0.18% | 58 |
|
|
2021
Q4 | $761K | Sell |
3,365
-1,390
| -29% | -$314K | 0.18% | 63 |
|
|
2021
Q3 | $1.04M | Buy |
4,755
+484
| +11% | +$106K | 0.27% | 40 |
|
|
2021
Q2 | $962K | Sell |
4,271
-98
| -2% | -$22.1K | 0.25% | 40 |
|
|
2021
Q1 | $935K | Sell |
4,369
-63
| -1% | -$13.5K | 0.23% | 38 |
|
|
2020
Q4 | $863K | Hold |
4,432
| – | – | 0.24% | 35 |
|
|
2020
Q3 | $682K | Buy |
4,432
+74
| +2% | +$11.4K | 0.23% | 38 |
|
|
2020
Q2 | $635K | Sell |
4,358
-200
| -4% | -$29.1K | 0.22% | 39 |
|
|
2020
Q1 | $526K | Buy |
4,558
+9
| +0.2% | +$1.04K | 0.19% | 43 |
|
|
2019
Q4 | $753K | Sell |
4,549
-1
| -0% | -$166 | 0.22% | 32 |
|
|
2019
Q3 | $700K | Sell |
4,550
-45
| -1% | -$6.92K | 0.22% | 32 |
|
|
2019
Q2 | $720K | Sell |
4,595
-144
| -3% | -$22.6K | 0.25% | 33 |
|
|
2019
Q1 | $724K | Buy |
4,739
+267
| +6% | +$40.8K | 0.27% | 31 |
|
|
2018
Q4 | $590K | Hold |
4,472
| – | – | 0.26% | 28 |
|
|
2018
Q3 | $727K | Sell |
4,472
-24
| -0.5% | -$3.9K | 0.46% | 21 |
|
|
2018
Q2 | $700K | Sell |
4,496
-37
| -0.8% | -$5.76K | 0.46% | 20 |
|
|
2018
Q1 | $666K | Sell |
4,533
-430
| -9% | -$63.2K | 0.38% | 20 |
|
|
2017
Q4 | $734K | Sell |
4,963
-31
| -0.6% | -$4.59K | 0.42% | 18 |
|
|
2017
Q3 | $706K | Sell |
4,994
-20
| -0.4% | -$2.83K | 0.46% | 17 |
|
|
2017
Q2 | $680K | Hold |
5,014
| – | – | 0.45% | 18 |
|
|
2017
Q1 | $668K | Buy |
5,014
+709
| +16% | +$94.5K | 0.46% | 18 |
|
|
2016
Q4 | $555K | Sell |
4,305
-2,458
| -36% | -$317K | 0.38% | 17 |
|
|
2016
Q3 | $826K | Sell |
6,763
-258
| -4% | -$31.5K | 0.53% | 13 |
|
|
2016
Q2 | $812K | Buy |
7,021
+53
| +0.8% | +$6.13K | 0.55% | 12 |
|
|
2016
Q1 | $777K | Buy |
6,968
+649
| +10% | +$72.4K | 0.54% | 12 |
|
|
2015
Q4 | $699K | Buy |
+6,319
| New | +$699K | 0.81% | 14 |
|