SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
247,874
+76,753
| +45% | +$4.38M | 2.11% | 12 |
|
|
2025
Q1 | $8.7M | Buy |
171,121
+301
| +0.2% | +$15.3K | 1.58% | 16 |
|
|
2024
Q4 | $8.17M | Buy |
170,820
+9,867
| +6% | +$472K | 1.54% | 16 |
|
|
2024
Q3 | $8.5M | Sell |
160,953
-1,007
| -0.6% | -$53.2K | 1.74% | 13 |
|
|
2024
Q2 | $8M | Sell |
161,960
-2,232
| -1% | -$110K | 1.78% | 14 |
|
|
2024
Q1 | $8.24M | Sell |
164,192
-3,679
| -2% | -$185K | 1.9% | 13 |
|
|
2023
Q4 | $8.04M | Sell |
167,871
-3,936
| -2% | -$189K | 2.09% | 13 |
|
|
2023
Q3 | $7.51M | Sell |
171,807
-1,967
| -1% | -$86K | 1.74% | 12 |
|
|
2023
Q2 | $8.02M | Sell |
173,774
-2,320
| -1% | -$107K | 1.83% | 13 |
|
|
2023
Q1 | $7.95M | Sell |
176,094
-4,688
| -3% | -$212K | 1.63% | 13 |
|
|
2022
Q4 | $7.59M | Buy |
180,782
+31,156
| +21% | +$1.31M | 1.66% | 13 |
|
|
2022
Q3 | $5.44M | Sell |
149,626
-4,080
| -3% | -$148K | 1.59% | 12 |
|
|
2022
Q2 | $6.27M | Buy |
153,706
+7,915
| +5% | +$323K | 1.75% | 12 |
|
|
2022
Q1 | $7M | Buy |
145,791
+6,248
| +4% | +$300K | 1.78% | 11 |
|
|
2021
Q4 | $7.13M | Sell |
139,543
-3,852
| -3% | -$197K | 1.7% | 13 |
|
|
2021
Q3 | $7.24M | Buy |
143,395
+1,827
| +1% | +$92.2K | 1.87% | 10 |
|
|
2021
Q2 | $7.29M | Sell |
141,568
-1,371
| -1% | -$70.6K | 1.89% | 10 |
|
|
2021
Q1 | $7.02M | Sell |
142,939
-1,354
| -0.9% | -$66.5K | 1.72% | 10 |
|
|
2020
Q4 | $6.81M | Sell |
144,293
-18,845
| -12% | -$890K | 1.9% | 10 |
|
|
2020
Q3 | $6.67M | Hold |
163,138
| – | – | 2.24% | 9 |
|
|
2020
Q2 | $6.33M | Sell |
163,138
-46,120
| -22% | -$1.79M | 2.16% | 8 |
|
|
2020
Q1 | $6.98M | Buy |
209,258
+10,865
| +5% | +$362K | 2.56% | 6 |
|
|
2019
Q4 | $8.74M | Buy |
198,393
+5,345
| +3% | +$235K | 2.61% | 5 |
|
|
2019
Q3 | $7.93M | Sell |
193,048
-50,346
| -21% | -$2.07M | 2.47% | 5 |
|
|
2019
Q2 | $10.2M | Buy |
243,394
+2,074
| +0.9% | +$86.5K | 3.54% | 3 |
|
|
2019
Q1 | $9.86M | Buy |
241,320
+1,075
| +0.4% | +$43.9K | 3.72% | 3 |
|
|
2018
Q4 | $8.91M | Sell |
240,245
-16,136
| -6% | -$599K | 3.85% | 3 |
|
|
2018
Q3 | $11.1M | Sell |
256,381
-825
| -0.3% | -$35.7K | 7.03% | 3 |
|
|
2018
Q2 | $11M | Sell |
257,206
-2,153
| -0.8% | -$92.4K | 7.33% | 3 |
|
|
2018
Q1 | $11.5M | Sell |
259,359
-9,359
| -3% | -$414K | 6.47% | 3 |
|
|
2017
Q4 | $12.1M | Sell |
268,718
-17,457
| -6% | -$783K | 6.97% | 2 |
|
|
2017
Q3 | $12.4M | Sell |
286,175
-14,003
| -5% | -$608K | 8.01% | 2 |
|
|
2017
Q2 | $12.4M | Sell |
300,178
-10,265
| -3% | -$424K | 8.14% | 2 |
|
|
2017
Q1 | $12.2M | Buy |
310,443
+11,590
| +4% | +$455K | 8.34% | 2 |
|
|
2016
Q4 | $10.9M | Buy |
298,853
+46,086
| +18% | +$1.68M | 7.42% | 2 |
|
|
2016
Q3 | $9.46M | Buy |
252,767
+137,561
| +119% | +$5.15M | 6.12% | 2 |
|
|
2016
Q2 | $4.07M | Sell |
115,206
-5,173
| -4% | -$183K | 2.75% | 6 |
|
|
2016
Q1 | $4.32M | Buy |
120,379
+3,186
| +3% | +$114K | 3.01% | 4 |
|
|
2015
Q4 | $4.3M | Buy |
+117,193
| New | +$4.3M | 4.99% | 4 |
|