SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Buy |
164,668
+64,560
| +64% | +$3.17M | 1.21% | 22 |
|
|
2025
Q1 | $4.97M | Sell |
100,108
-10,673
| -10% | -$530K | 0.9% | 24 |
|
|
2024
Q4 | $5.55M | Buy |
110,781
+71,053
| +179% | +$3.56M | 1.04% | 23 |
|
|
2024
Q3 | $2.03M | Sell |
39,728
-196
| -0.5% | -$10K | 0.42% | 34 |
|
|
2024
Q2 | $2M | Sell |
39,924
-5,786
| -13% | -$290K | 0.45% | 34 |
|
|
2024
Q1 | $2.31M | Buy |
45,710
+315
| +0.7% | +$15.9K | 0.53% | 32 |
|
|
2023
Q4 | $2.32M | Buy |
45,395
+25,917
| +133% | +$1.32M | 0.6% | 31 |
|
|
2023
Q3 | $937K | Sell |
19,478
-21,895
| -53% | -$1.05M | 0.22% | 45 |
|
|
2023
Q2 | $2.08M | Sell |
41,373
-9,979
| -19% | -$501K | 0.47% | 32 |
|
|
2023
Q1 | $2.6M | Sell |
51,352
-3,394
| -6% | -$172K | 0.53% | 26 |
|
|
2022
Q4 | $2.71M | Buy |
+54,746
| New | +$2.71M | 0.59% | 25 |
|