SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Hold |
2,061
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $400K | Sell |
2,061
-102
| -5% | -$19.8K | 0.07% | 98 |
|
|
2024
Q4 | $424K | Sell |
2,163
-373
| -15% | -$73K | 0.08% | 95 |
|
|
2024
Q3 | $502K | Hold |
2,536
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $463K | Hold |
2,536
| – | – | 0.1% | 83 |
|
|
2024
Q1 | $463K | Hold |
2,536
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $432K | Sell |
2,536
-204
| -7% | -$34.8K | 0.11% | 73 |
|
|
2023
Q3 | $426K | Sell |
2,740
-871
| -24% | -$135K | 0.1% | 65 |
|
|
2023
Q2 | $587K | Sell |
3,611
-66
| -2% | -$10.7K | 0.13% | 56 |
|
|
2023
Q1 | $566K | Buy |
3,677
+66
| +2% | +$10.2K | 0.12% | 61 |
|
|
2022
Q4 | $548K | Buy |
3,611
+1,269
| +54% | +$193K | 0.12% | 59 |
|
|
2022
Q3 | $317K | Hold |
2,342
| – | – | 0.09% | 86 |
|
|
2022
Q2 | $336K | Buy |
2,342
+51
| +2% | +$7.32K | 0.09% | 90 |
|
|
2022
Q1 | $372K | Buy |
2,291
+135
| +6% | +$21.9K | 0.09% | 91 |
|
|
2021
Q4 | $370K | Sell |
2,156
-15
| -0.7% | -$2.57K | 0.09% | 98 |
|
|
2021
Q3 | $333K | Hold |
2,171
| – | – | 0.09% | 97 |
|
|
2021
Q2 | $336K | Hold |
2,171
| – | – | 0.09% | 92 |
|
|
2021
Q1 | $319K | Hold |
2,171
| – | – | 0.08% | 91 |
|
|
2020
Q4 | $306K | Hold |
2,171
| – | – | 0.09% | 63 |
|
|
2020
Q3 | $279K | Hold |
2,171
| – | – | 0.09% | 75 |
|
|
2020
Q2 | $254K | Hold |
2,171
| – | – | 0.09% | 75 |
|
|
2020
Q1 | $224K | Hold |
2,171
| – | – | 0.08% | 80 |
|
|
2019
Q4 | $271K | Sell |
2,171
-733
| -25% | -$91.5K | 0.08% | 54 |
|
|
2019
Q3 | $347K | Hold |
2,904
| – | – | 0.11% | 40 |
|
|
2019
Q2 | $334K | Hold |
2,904
| – | – | 0.12% | 48 |
|
|
2019
Q1 | $318K | Hold |
2,904
| – | – | 0.12% | 45 |
|
|
2018
Q4 | $284K | Sell |
2,904
-444
| -13% | -$43.4K | 0.12% | 44 |
|
|
2018
Q3 | $371K | Hold |
3,348
| – | – | 0.24% | 37 |
|
|
2018
Q2 | $340K | Sell |
3,348
-349
| -9% | -$35.4K | 0.23% | 35 |
|
|
2018
Q1 | $374K | Buy |
3,697
+1,325
| +56% | +$134K | 0.21% | 31 |
|
|
2017
Q4 | $242K | Sell |
2,372
-597
| -20% | -$60.9K | 0.14% | 36 |
|
|
2017
Q3 | $281K | Sell |
2,969
-216
| -7% | -$20.4K | 0.18% | 33 |
|
|
2017
Q2 | $295K | Hold |
3,185
| – | – | 0.19% | 33 |
|
|
2017
Q1 | $286K | Buy |
+3,185
| New | +$286K | 0.2% | 35 |
|