Number of Shares
230,998.00
Current Holdings Value*
$59.74 Mil
% of Portfolio
10.82%
Total Estimate Gain
$21.07 Mil
% of Total Estimate Gain
45.76%

Schneider Downs Wealth Management Advisors, LP's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 230,998.00 shares of Vanguard Mid-Cap ETF(VO), totaling $59.74 Mil. This investment constitutes 10.82% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.08% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Schneider Downs Wealth Management Advisors, LP has made 23 purchases of VO, at an average price of $193.99, for a total of 237,313.00 shares. In addition, there have been 5 sales at an average price of $210.02 for 6,315.00 shares. Based on historical transaction data and VO's current price of $284.74, Schneider Downs Wealth Management Advisors, LP's estimated gain on his VO holdings is $21.07 Mil, reflecting a 45.76% gain to date.

Schneider Downs Wealth Management Advisors, LP VO ($284.74) Holding Chart

Schneider Downs Wealth Management Advisors, LP VO ($284.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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