SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
11,538
-522
| -4% | -$46.5K | 0.15% | 61 |
|
|
2025
Q1 | $1.09M | Sell |
12,060
-993
| -8% | -$89.9K | 0.2% | 54 |
|
|
2024
Q4 | $1.16M | Buy |
13,053
+53
| +0.4% | +$4.72K | 0.22% | 54 |
|
|
2024
Q3 | $1.27M | Buy |
13,000
+37
| +0.3% | +$3.6K | 0.26% | 48 |
|
|
2024
Q2 | $1.09M | Buy |
12,963
+8,658
| +201% | +$725K | 0.24% | 49 |
|
|
2024
Q1 | $372K | Buy |
4,305
+25
| +0.6% | +$2.16K | 0.09% | 93 |
|
|
2023
Q4 | $378K | Buy |
4,280
+62
| +1% | +$5.48K | 0.1% | 79 |
|
|
2023
Q3 | $319K | Buy |
4,218
+31
| +0.7% | +$2.35K | 0.07% | 79 |
|
|
2023
Q2 | $350K | Sell |
4,187
-546
| -12% | -$45.6K | 0.08% | 82 |
|
|
2023
Q1 | $393K | Buy |
4,733
+27
| +0.6% | +$2.24K | 0.08% | 74 |
|
|
2022
Q4 | $388K | Buy |
+4,706
| New | +$388K | 0.09% | 75 |
|
|
2022
Q1 | – | Sell |
-1,770
| Closed | -$205K | – | 160 |
|
|
2021
Q4 | $205K | Buy |
+1,770
| New | +$205K | 0.05% | 149 |
|
|
2020
Q1 | – | Sell |
-8,015
| Closed | -$744K | – | 101 |
|
|
2019
Q4 | $744K | Buy |
8,015
+725
| +10% | +$67.3K | 0.22% | 33 |
|
|
2019
Q3 | $680K | Sell |
7,290
-10
| -0.1% | -$933 | 0.21% | 33 |
|
|
2019
Q2 | $638K | Buy |
7,300
+10
| +0.1% | +$874 | 0.22% | 36 |
|
|
2019
Q1 | $634K | Buy |
7,290
+3,241
| +80% | +$282K | 0.24% | 33 |
|
|
2018
Q4 | $302K | Sell |
4,049
-2,259
| -36% | -$168K | 0.13% | 40 |
|
|
2018
Q3 | $509K | Buy |
6,308
+2,259
| +56% | +$182K | 0.32% | 28 |
|
|
2018
Q2 | $330K | Sell |
4,049
-2,399
| -37% | -$196K | 0.22% | 37 |
|
|
2018
Q1 | $487K | Buy |
+6,448
| New | +$487K | 0.27% | 27 |
|
|
2017
Q4 | – | Sell |
-6,480
| Closed | -$538K | – | 46 |
|
|
2017
Q3 | $538K | Sell |
6,480
-9,175
| -59% | -$762K | 0.35% | 19 |
|
|
2017
Q2 | $1.3M | Sell |
15,655
-10,730
| -41% | -$893K | 0.86% | 12 |
|
|
2017
Q1 | $2.18M | Sell |
26,385
-9,033
| -26% | -$746K | 1.49% | 10 |
|
|
2016
Q4 | $2.92M | Sell |
35,418
-2,404
| -6% | -$198K | 1.99% | 7 |
|
|
2016
Q3 | $3.28M | Sell |
37,822
-8,310
| -18% | -$721K | 2.12% | 7 |
|
|
2016
Q2 | $4.09M | Sell |
46,132
-365
| -0.8% | -$32.4K | 2.76% | 5 |
|
|
2016
Q1 | $3.9M | Sell |
46,497
-2,565
| -5% | -$215K | 2.72% | 6 |
|
|
2015
Q4 | $3.91M | Buy |
+49,062
| New | +$3.91M | 4.53% | 6 |
|