Schneider Downs Wealth Management Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
|
|||||
|
2025
Q1 | $511K | Hold |
|
|||||
|
2024
Q4 | $554K | Sell |
|
|||||
|
2024
Q3 | $589K | Sell |
|
|||||
|
2024
Q2 | $563K | Sell |
|
|||||
|
2024
Q1 | $708K | Buy |
|
|||||
|
2023
Q4 | $608K | Buy |
|
|||||
|
2023
Q3 | $476K | Sell |
|
|||||
|
2023
Q2 | $643K | Sell |
|
|||||
|
2023
Q1 | $699K | Sell |
|
|||||
|
2022
Q4 | $712K | Buy |
|
|||||
|
2022
Q3 | $584K | Hold |
|
|||||
|
2022
Q2 | $602K | Buy |
|
|||||
|
2022
Q1 | $715K | Hold |
|
|||||
|
2021
Q4 | $761K | Sell |
|
|||||
|
2021
Q3 | $1.04M | Buy |
|
|||||
|
2021
Q2 | $962K | Sell |
|
|||||
|
2021
Q1 | $935K | Sell |
|
|||||
|
2020
Q4 | $863K | Hold |
|
|||||
|
2020
Q3 | $682K | Buy |
|
|||||
|
2020
Q2 | $635K | Sell |
|
|||||
|
2020
Q1 | $526K | Buy |
|
|||||
|
2019
Q4 | $753K | Sell |
|
|||||
|
2019
Q3 | $700K | Sell |
|
|||||
|
2019
Q2 | $720K | Sell |
|
|||||
|
2019
Q1 | $724K | Buy |
|
|||||
|
2018
Q4 | $590K | Hold |
|
|||||
|
2018
Q3 | $727K | Sell |
|
|||||
|
2018
Q2 | $700K | Sell |
|
|||||
|
2018
Q1 | $666K | Sell |
|
|||||
|
2017
Q4 | $734K | Sell |
|
|||||
|
2017
Q3 | $706K | Sell |
|
|||||
|
2017
Q2 | $680K | Hold |
|
|||||
|
2017
Q1 | $668K | Buy |
|
|||||
|
2016
Q4 | $555K | Sell |
|
|||||
|
2016
Q3 | $826K | Sell |
|
|||||
|
2016
Q2 | $812K | Buy |
|
|||||
|
2016
Q1 | $777K | Buy |
|
|||||
|
2015
Q4 | $699K | Buy |
|