SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
26,116
+17,177
| +192% | +$1.88M | 0.43% | 34 |
|
|
2025
Q1 | $829K | Hold |
8,939
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $923K | Sell |
8,939
-1,461
| -14% | -$151K | 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% | +$73.5K | 0.21% | 54 |
|
|
2023
Q4 | $745K | Buy |
9,552
+974
| +11% | +$76K | 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% | -$82.8K | 0.11% | 63 |
|
|
2022
Q4 | $545K | Buy |
+9,895
| New | +$545K | 0.12% | 60 |
|
|
2022
Q1 | – | Sell |
-2,784
| Closed | -$219K | – | 161 |
|
|
2021
Q4 | $219K | Buy |
+2,784
| New | +$219K | 0.05% | 145 |
|