SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
1,315
| – | – | 0.03% | 138 |
|
|
2025
Q1 | $211K | Hold |
1,315
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $213K | Hold |
1,315
| – | – | 0.04% | 132 |
|
|
2024
Q3 | $220K | Buy |
+1,315
| New | +$220K | 0.05% | 128 |
|
|
2024
Q2 | – | Sell |
-1,315
| Closed | -$205K | – | 139 |
|
|
2024
Q1 | $205K | Buy |
+1,315
| New | +$205K | 0.05% | 130 |
|
|
2018
Q1 | – | Sell |
-2,200
| Closed | -$245K | – | 58 |
|
|
2017
Q4 | $245K | Hold |
2,200
| – | – | 0.14% | 35 |
|
|
2017
Q3 | $232K | Hold |
2,200
| – | – | 0.15% | 36 |
|
|
2017
Q2 | $226K | Hold |
2,200
| – | – | 0.15% | 39 |
|
|
2017
Q1 | $224K | Buy |
+2,200
| New | +$224K | 0.15% | 38 |
|