SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
12,350
+11,223
| +996% | +$2.19M | 0.36% | 38 |
|
|
2025
Q1 | $210K | Buy |
1,127
+1
| +0.1% | +$186 | 0.04% | 137 |
|
|
2024
Q4 | $223K | Sell |
1,126
-94
| -8% | -$18.6K | 0.04% | 127 |
|
|
2024
Q3 | $245K | Buy |
1,220
+2
| +0.2% | +$401 | 0.05% | 125 |
|
|
2024
Q2 | $222K | Hold |
1,218
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $234K | Sell |
1,218
-103
| -8% | -$19.8K | 0.05% | 122 |
|
|
2023
Q4 | $238K | Buy |
+1,321
| New | +$238K | 0.06% | 103 |
|
|
2023
Q3 | – | Sell |
-1,216
| Closed | -$201K | – | 113 |
|
|
2023
Q2 | $201K | Buy |
+1,216
| New | +$201K | 0.05% | 108 |
|