Schneider Downs Wealth Management Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.86M	Hold	26,116	–	–	0.32%	36
2025 Q4	$3.18M	Hold	26,116	–	–	0.36%	31
2025 Q3	$3.15M	Hold	26,116	–	–	0.37%	32
2025 Q2	$2.85M	Buy	26,116 +17,177	+192%	+$1.69M	0.43%	34
2025 Q1	$829K	Hold	8,939	–	–	0.15%	62
2024 Q4	$923K	Sell	8,939 -1,461	-14%	-$148K	0.17%	60
2024 Q3	$1M	Hold	10,400	–	–	0.21%	51
2024 Q2	$976K	Hold	10,400	–	–	0.22%	53
2024 Q1	$901K	Buy	10,400 +848	+9%	+$70.3K	0.21%	54
2023 Q4	$745K	Buy	9,552 +974	+11%	+$70.9K	0.19%	52
2023 Q3	$587K	Hold	8,578	–	–	0.14%	50
2023 Q2	$607K	Hold	8,578	–	–	0.14%	55
2023 Q1	$539K	Sell	8,578 -1,317	-13%	-$78.1K	0.11%	63
2022 Q4	$545K	Buy	+9,895	New	+$560K	0.12%	60
2022 Q1	–	Sell	-2,784	Closed	-$219K	–	161
2021 Q4	$219K	Buy	+2,784	New	+$212K	0.05%	145