SDWMA
Schneider Downs Wealth Management Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
821
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $211K | Hold |
821
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $221K | Hold |
821
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $216K | Sell |
821
-8
| -1% | -$2.11K | 0.04% | 131 |
|
|
2024
Q2 | $207K | Buy |
+829
| New | +$207K | 0.05% | 125 |
|