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

Schneider Downs Wealth Management Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.68M	Buy
2025 Q2	$2.41M	Buy
2025 Q1	$210K	Buy
2024 Q4	$223K	Sell
2024 Q3	$245K	Buy
2024 Q2	$222K	Hold
2024 Q1	$234K	Sell
2023 Q4	$238K	Buy
2023 Q3	–	Sell
2023 Q2	$201K	Buy