SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
10,820
+7,464
| +222% | +$636K | 0.14% | 67 |
|
|
2025
Q1 | $277K | Hold |
3,356
| – | – | 0.05% | 118 |
|
|
2024
Q4 | $273K | Hold |
3,356
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $280K | Sell |
3,356
-322
| -9% | -$26.8K | 0.06% | 116 |
|
|
2024
Q2 | $282K | Hold |
3,678
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $289K | Sell |
3,678
-321
| -8% | -$25.2K | 0.07% | 104 |
|
|
2023
Q4 | $290K | Hold |
3,999
| – | – | 0.08% | 90 |
|
|
2023
Q3 | $267K | Sell |
3,999
-1,291
| -24% | -$86.1K | 0.06% | 89 |
|
|
2023
Q2 | $366K | Sell |
5,290
-4,181
| -44% | -$289K | 0.08% | 78 |
|
|
2023
Q1 | $633K | Buy |
9,471
+592
| +7% | +$39.6K | 0.13% | 56 |
|
|
2022
Q4 | $591K | Buy |
+8,879
| New | +$591K | 0.13% | 57 |
|
|
2020
Q1 | – | Sell |
-1,793
| Closed | -$215K | – | 102 |
|
|
2019
Q4 | $215K | Hold |
1,793
| – | – | 0.06% | 64 |
|
|
2019
Q3 | $202K | Hold |
1,793
| – | – | 0.06% | 64 |
|
|
2019
Q2 | $200K | Buy |
+1,793
| New | +$200K | 0.07% | 69 |
|