SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.1M | Buy |
239,614
+8,616
| +4% | +$2.41M | 10.02% | 2 |
|
|
2025
Q1 | $59.7M | Buy |
230,998
+13,620
| +6% | +$3.52M | 10.82% | 1 |
|
|
2024
Q4 | $57.4M | Buy |
217,378
+18,826
| +9% | +$4.97M | 10.8% | 1 |
|
|
2024
Q3 | $52.4M | Buy |
198,552
+8,187
| +4% | +$2.16M | 10.72% | 1 |
|
|
2024
Q2 | $46.1M | Buy |
190,365
+15,859
| +9% | +$3.84M | 10.25% | 1 |
|
|
2024
Q1 | $43.6M | Buy |
174,506
+13,506
| +8% | +$3.37M | 10.05% | 2 |
|
|
2023
Q4 | $37.5M | Buy |
161,000
+2,412
| +2% | +$561K | 9.74% | 2 |
|
|
2023
Q3 | $33M | Buy |
158,588
+5,000
| +3% | +$1.04M | 7.65% | 2 |
|
|
2023
Q2 | $33.8M | Buy |
153,588
+2,206
| +1% | +$486K | 7.73% | 2 |
|
|
2023
Q1 | $31.9M | Buy |
151,382
+647
| +0.4% | +$136K | 6.56% | 2 |
|
|
2022
Q4 | $30.7M | Buy |
150,735
+18,087
| +14% | +$3.69M | 6.73% | 2 |
|
|
2022
Q3 | $24.9M | Buy |
132,648
+2,052
| +2% | +$386K | 7.31% | 2 |
|
|
2022
Q2 | $25.7M | Sell |
130,596
-406
| -0.3% | -$80K | 7.19% | 2 |
|
|
2022
Q1 | $31.2M | Buy |
131,002
+2,475
| +2% | +$589K | 7.94% | 2 |
|
|
2021
Q4 | $32.7M | Sell |
128,527
-2,712
| -2% | -$691K | 7.82% | 2 |
|
|
2021
Q3 | $31.1M | Buy |
131,239
+183
| +0.1% | +$43.3K | 8.03% | 2 |
|
|
2021
Q2 | $31.1M | Sell |
131,056
-554
| -0.4% | -$131K | 8.06% | 2 |
|
|
2021
Q1 | $29.1M | Buy |
131,610
+942
| +0.7% | +$209K | 7.12% | 2 |
|
|
2020
Q4 | $27M | Buy |
130,668
+1,148
| +0.9% | +$237K | 7.52% | 2 |
|
|
2020
Q3 | $22.8M | Buy |
129,520
+1,949
| +2% | +$344K | 7.66% | 2 |
|
|
2020
Q2 | $20.9M | Buy |
127,571
+17,361
| +16% | +$2.85M | 7.14% | 2 |
|
|
2020
Q1 | $14.5M | Buy |
110,210
+8,872
| +9% | +$1.17M | 5.32% | 3 |
|
|
2019
Q4 | $18.1M | Buy |
101,338
+1,228
| +1% | +$219K | 5.39% | 2 |
|
|
2019
Q3 | $16.8M | Buy |
100,110
+761
| +0.8% | +$128K | 5.22% | 2 |
|
|
2019
Q2 | $16.6M | Sell |
99,349
-2,643
| -3% | -$442K | 5.8% | 2 |
|
|
2019
Q1 | $16.4M | Buy |
101,992
+3,270
| +3% | +$526K | 6.18% | 2 |
|
|
2018
Q4 | $13.6M | Buy |
98,722
+4,093
| +4% | +$566K | 5.9% | 2 |
|
|
2018
Q3 | $15.5M | Buy |
94,629
+3,055
| +3% | +$502K | 9.84% | 2 |
|
|
2018
Q2 | $14.4M | Buy |
91,574
+9,871
| +12% | +$1.56M | 9.59% | 2 |
|
|
2018
Q1 | $12.6M | Buy |
81,703
+6,371
| +8% | +$982K | 7.11% | 2 |
|
|
2017
Q4 | $11.7M | Buy |
75,332
+1,355
| +2% | +$210K | 6.74% | 3 |
|
|
2017
Q3 | $10.9M | Sell |
73,977
-371
| -0.5% | -$54.5K | 7.01% | 3 |
|
|
2017
Q2 | $10.6M | Buy |
74,348
+6,236
| +9% | +$889K | 6.96% | 3 |
|
|
2017
Q1 | $9.48M | Buy |
68,112
+2,985
| +5% | +$416K | 6.49% | 4 |
|
|
2016
Q4 | $8.57M | Buy |
65,127
+3,889
| +6% | +$512K | 5.83% | 4 |
|
|
2016
Q3 | $7.93M | Buy |
61,238
+1,325
| +2% | +$172K | 5.13% | 4 |
|
|
2016
Q2 | $7.41M | Buy |
59,913
+1,872
| +3% | +$231K | 5% | 3 |
|
|
2016
Q1 | $7.04M | Buy |
58,041
+8,713
| +18% | +$1.06M | 4.9% | 3 |
|
|
2015
Q4 | $5.93M | Buy |
+49,328
| New | +$5.93M | 6.87% | 3 |
|