SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
20,702
+888
| +4% | +$504K | 1.76% | 15 |
|
|
2025
Q1 | $10.2M | Buy |
19,814
+216
| +1% | +$111K | 1.84% | 14 |
|
|
2024
Q4 | $10.6M | Buy |
19,598
+1,410
| +8% | +$760K | 1.99% | 12 |
|
|
2024
Q3 | $9.6M | Sell |
18,188
-3,493
| -16% | -$1.84M | 1.96% | 12 |
|
|
2024
Q2 | $10.8M | Sell |
21,681
-282
| -1% | -$141K | 2.41% | 11 |
|
|
2024
Q1 | $10.6M | Buy |
21,963
+22
| +0.1% | +$10.6K | 2.43% | 11 |
|
|
2023
Q4 | $9.58M | Buy |
21,941
+6,083
| +38% | +$2.66M | 2.49% | 11 |
|
|
2023
Q3 | $6.23M | Buy |
15,858
+28
| +0.2% | +$11K | 1.44% | 15 |
|
|
2023
Q2 | $6.45M | Buy |
15,830
+151
| +1% | +$61.5K | 1.47% | 16 |
|
|
2023
Q1 | $5.9M | Sell |
15,679
-400
| -2% | -$150K | 1.21% | 15 |
|
|
2022
Q4 | $5.65M | Buy |
16,079
+1,655
| +11% | +$581K | 1.24% | 16 |
|
|
2022
Q3 | $4.74M | Sell |
14,424
-16
| -0.1% | -$5.25K | 1.39% | 15 |
|
|
2022
Q2 | $5.01M | Sell |
14,440
-34
| -0.2% | -$11.8K | 1.4% | 15 |
|
|
2022
Q1 | $6.01M | Buy |
14,474
+756
| +6% | +$314K | 1.53% | 15 |
|
|
2021
Q4 | $5.99M | Buy |
13,718
+228
| +2% | +$99.5K | 1.43% | 15 |
|
|
2021
Q3 | $5.32M | Buy |
13,490
+37
| +0.3% | +$14.6K | 1.37% | 14 |
|
|
2021
Q2 | $5.29M | Buy |
13,453
+1
| +0% | +$394 | 1.37% | 13 |
|
|
2021
Q1 | $4.9M | Buy |
13,452
+413
| +3% | +$150K | 1.2% | 14 |
|
|
2020
Q4 | $4.48M | Buy |
13,039
+519
| +4% | +$178K | 1.25% | 14 |
|
|
2020
Q3 | $3.85M | Sell |
12,520
-2,415
| -16% | -$743K | 1.29% | 14 |
|
|
2020
Q2 | $4.23M | Sell |
14,935
-538
| -3% | -$152K | 1.45% | 11 |
|
|
2020
Q1 | $3.66M | Buy |
15,473
+8,100
| +110% | +$1.92M | 1.34% | 13 |
|
|
2019
Q4 | $2.18M | Hold |
7,373
| – | – | 0.65% | 18 |
|
|
2019
Q3 | $2.01M | Sell |
7,373
-1,180
| -14% | -$322K | 0.63% | 17 |
|
|
2019
Q2 | $2.3M | Hold |
8,553
| – | – | 0.8% | 15 |
|
|
2019
Q1 | $2.22M | Sell |
8,553
-357
| -4% | -$92.7K | 0.84% | 15 |
|
|
2018
Q4 | $2.05M | Sell |
8,910
-218
| -2% | -$50.1K | 0.89% | 13 |
|
|
2018
Q3 | $2.44M | Buy |
9,128
+15
| +0.2% | +$4.01K | 1.54% | 9 |
|
|
2018
Q2 | $2.27M | Buy |
9,113
+185
| +2% | +$46.2K | 1.51% | 10 |
|
|
2018
Q1 | $2.16M | Hold |
8,928
| – | – | 1.22% | 10 |
|
|
2017
Q4 | $2.19M | Buy |
8,928
+622
| +7% | +$153K | 1.27% | 10 |
|
|
2017
Q3 | $1.92M | Sell |
8,306
-1,858
| -18% | -$429K | 1.24% | 10 |
|
|
2017
Q2 | $2.26M | Sell |
10,164
-569
| -5% | -$126K | 1.48% | 9 |
|
|
2017
Q1 | $2.32M | Buy |
10,733
+135
| +1% | +$29.2K | 1.59% | 8 |
|
|
2016
Q4 | $2.18M | Hold |
10,598
| – | – | 1.48% | 10 |
|
|
2016
Q3 | $2.11M | Sell |
10,598
-61
| -0.6% | -$12.1K | 1.36% | 10 |
|
|
2016
Q2 | $2.05M | Sell |
10,659
-108
| -1% | -$20.8K | 1.38% | 9 |
|
|
2016
Q1 | $2.03M | Hold |
10,767
| – | – | 1.41% | 9 |
|
|
2015
Q4 | $2.01M | Buy |
+10,767
| New | +$2.01M | 2.33% | 9 |
|