SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
1,105
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $270K | Hold |
1,105
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $280K | Hold |
1,105
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $269K | Hold |
1,105
| – | – | 0.06% | 119 |
|
|
2024
Q2 | $254K | Hold |
1,105
| – | – | 0.06% | 115 |
|
|
2024
Q1 | $261K | Hold |
1,105
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $243K | Hold |
1,105
| – | – | 0.06% | 101 |
|
|
2023
Q3 | $215K | Hold |
1,105
| – | – | 0.05% | 101 |
|
|
2023
Q2 | $227K | Hold |
1,105
| – | – | 0.05% | 102 |
|
|
2023
Q1 | $215K | Buy |
+1,105
| New | +$215K | 0.04% | 106 |
|
|
2022
Q2 | – | Sell |
-1,105
| Closed | -$246K | – | 155 |
|
|
2022
Q1 | $246K | Hold |
1,105
| – | – | 0.06% | 126 |
|
|
2021
Q4 | $281K | Hold |
1,105
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $261K | Buy |
+1,105
| New | +$261K | 0.07% | 121 |
|