SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
32,583
+30,495
| +1,460% | +$8.45M | 1.35% | 19 |
|
|
2025
Q1 | $526K | Hold |
2,088
| – | – | 0.1% | 82 |
|
|
2024
Q4 | $585K | Buy |
2,088
+3
| +0.1% | +$840 | 0.11% | 79 |
|
|
2024
Q3 | $557K | Buy |
2,085
+85
| +4% | +$22.7K | 0.11% | 78 |
|
|
2024
Q2 | $500K | Hold |
2,000
| – | – | 0.11% | 75 |
|
|
2024
Q1 | $521K | Buy |
+2,000
| New | +$521K | 0.12% | 75 |
|