SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Hold |
6,653
| – | – | 0.3% | 45 |
|
|
2025
Q1 | $1.83M | Buy |
6,653
+240
| +4% | +$66K | 0.33% | 38 |
|
|
2024
Q4 | $1.86M | Buy |
6,413
+166
| +3% | +$48.1K | 0.35% | 37 |
|
|
2024
Q3 | $1.77M | Sell |
6,247
-4,384
| -41% | -$1.24M | 0.36% | 39 |
|
|
2024
Q2 | $2.84M | Sell |
10,631
-117
| -1% | -$31.3K | 0.63% | 25 |
|
|
2024
Q1 | $2.79M | Buy |
10,748
+409
| +4% | +$106K | 0.64% | 26 |
|
|
2023
Q4 | $2.45M | Hold |
10,339
| – | – | 0.64% | 30 |
|
|
2023
Q3 | $2.2M | Sell |
10,339
-1,082
| -9% | -$230K | 0.51% | 30 |
|
|
2023
Q2 | $2.52M | Hold |
11,421
| – | – | 0.57% | 28 |
|
|
2023
Q1 | $2.33M | Sell |
11,421
-2,028
| -15% | -$414K | 0.48% | 30 |
|
|
2022
Q4 | $2.57M | Buy |
13,449
+857
| +7% | +$164K | 0.56% | 28 |
|
|
2022
Q3 | $2.26M | Hold |
12,592
| – | – | 0.66% | 22 |
|
|
2022
Q2 | $2.38M | Hold |
12,592
| – | – | 0.66% | 22 |
|
|
2022
Q1 | $2.87M | Buy |
12,592
+46
| +0.4% | +$10.5K | 0.73% | 22 |
|
|
2021
Q4 | $3.03M | Buy |
12,546
+44
| +0.4% | +$10.6K | 0.72% | 20 |
|
|
2021
Q3 | $2.78M | Hold |
12,502
| – | – | 0.72% | 21 |
|
|
2021
Q2 | $2.79M | Buy |
12,502
+91
| +0.7% | +$20.3K | 0.72% | 23 |
|
|
2021
Q1 | $2.57M | Buy |
12,411
+258
| +2% | +$53.3K | 0.63% | 21 |
|
|
2020
Q4 | $2.37M | Buy |
12,153
+71
| +0.6% | +$13.8K | 0.66% | 21 |
|
|
2020
Q3 | $2.06M | Buy |
12,082
+3,030
| +33% | +$516K | 0.69% | 20 |
|
|
2020
Q2 | $1.42M | Buy |
9,052
+44
| +0.5% | +$6.89K | 0.48% | 22 |
|
|
2020
Q1 | $1.16M | Buy |
9,008
+7,283
| +422% | +$939K | 0.43% | 26 |
|
|
2019
Q4 | $282K | Buy |
1,725
+91
| +6% | +$14.9K | 0.08% | 51 |
|
|
2019
Q3 | $247K | Hold |
1,634
| – | – | 0.08% | 55 |
|
|
2019
Q2 | $245K | Hold |
1,634
| – | – | 0.09% | 58 |
|
|
2019
Q1 | $236K | Buy |
+1,634
| New | +$236K | 0.09% | 59 |
|
|
2016
Q1 | – | Sell |
-3,377
| Closed | -$352K | – | 31 |
|
|
2015
Q4 | $352K | Buy |
+3,377
| New | +$352K | 0.41% | 20 |
|