SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,165
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $251K | Hold |
2,165
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $254K | Sell |
2,165
-146
| -6% | -$17.2K | 0.05% | 121 |
|
|
2024
Q3 | $277K | Buy |
2,311
+9
| +0.4% | +$1.08K | 0.06% | 117 |
|
|
2024
Q2 | $259K | Hold |
2,302
| – | – | 0.06% | 113 |
|
|
2024
Q1 | $254K | Buy |
2,302
+137
| +6% | +$15.1K | 0.06% | 116 |
|
|
2023
Q4 | $223K | Hold |
2,165
| – | – | 0.06% | 107 |
|
|
2023
Q3 | $202K | Sell |
2,165
-1,064
| -33% | -$99.1K | 0.05% | 104 |
|
|
2023
Q2 | $313K | Hold |
3,229
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $297K | Hold |
3,229
| – | – | 0.06% | 88 |
|
|
2022
Q4 | $278K | Buy |
+3,229
| New | +$278K | 0.06% | 95 |
|