Schneider Downs Wealth Management Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Buy	13,243 +291	+2%	+$65.1K	0.32%	35
2025 Q4	$2.74M	Buy	12,952 +120	+0.9%	+$25.1K	0.31%	39
2025 Q3	$2.68M	Buy	12,832 +482	+4%	+$98.6K	0.32%	37
2025 Q2	$2.41M	Buy	12,350 +11,223	+996%	+$2.08M	0.36%	38
2025 Q1	$210K	Buy	1,127 +1	+0.1%	+$198	0.04%	137
2024 Q4	$223K	Sell	1,126 -94	-8%	-$19.3K	0.04%	127
2024 Q3	$245K	Buy	1,220 +2	+0.2%	+$384	0.05%	125
2024 Q2	$222K	Hold	1,218	–	–	0.05%	120
2024 Q1	$234K	Sell	1,218 -103	-8%	-$18.6K	0.05%	122
2023 Q4	$238K	Buy	+1,321	New	+$216K	0.06%	103
2023 Q3	–	Sell	-1,216	Closed	-$201K	–	113
2023 Q2	$201K	Buy	+1,216	New	+$191K	0.05%	108