Schneider Downs Wealth Management Advisors, LP Vanguard Index Fds S&P 500 ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$536 Million
Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 19,814 shares of VOO stock, worth $10.9 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

19,814

Previous 19,598 1.1%

Holding current value

$10.9 Million

Previous $10.6 Million 3.57%

% of portfolio

1.9%

Previous 2.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$507.05 - $563.67 $109,522 - $121,752	216 Added 1.1%	19,814 $10.2 Million
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $735,794 - $787,936	1,410 Added 7.75%	19,598 $10.6 Million
Q3 2024 Nov 06, 2024	SELL	$475.2 - $527.7 $1.66 Million - $1.84 Million	-3,493 Reduced 16.11%	18,188 $9.6 Million
Q2 2024 Aug 07, 2024	SELL	$455.1 - $504.28 $128,338 - $142,206	-282 Reduced 1.28%	21,681 $10.8 Million
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $9,447 - $10,589	22 Added 0.1%	21,963 $10.6 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $2.3 Million - $2.67 Million	6,083 Added 38.36%	21,941 $9.58 Million
Q3 2023 Nov 06, 2023	BUY	$392.7 - $420.68 $10,995 - $11,779	28 Added 0.18%	15,858 $6.23 Million
Q2 2023 Jul 31, 2023	BUY	$371.44 - $407.28 $56,087 - $61,499	151 Added 0.96%	15,830 $6.45 Million
Q1 2023 May 04, 2023	SELL	$348.66 - $382.94 $139,464 - $153,176	-400 Reduced 2.49%	15,679 $5.9 Million
Q4 2022 Feb 01, 2023	BUY	$327.64 - $374.54 $542,244 - $619,863	1,655 Added 11.47%	16,079 $5.65 Million
Q3 2022 Oct 26, 2022	SELL	$328.3 - $395.04 $5,252 - $6,320	-16 Reduced 0.11%	14,424 $4.74 Million
Q2 2022 Jul 13, 2022	SELL	$337.07 - $419.85 $11,460 - $14,274	-34 Reduced 0.23%	14,440 $5.01 Million
Q1 2022 May 02, 2022	BUY	$382.7 - $439.25 $289,321 - $332,073	756 Added 5.51%	14,474 $6.01 Million
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $89,879 - $100,094	228 Added 1.69%	13,718 $5.99 Million
Q3 2021 Oct 14, 2021	BUY	$390.68 - $416.73 $14,455 - $15,419	37 Added 0.28%	13,490 $5.32 Million
Q2 2021 Jul 20, 2021	BUY	$368.16 - $394.32 $368 - $394	1 Added 0.01%	13,453 $5.29 Million
Q1 2021 Apr 26, 2021	BUY	$339.03 - $365.24 $140,019 - $150,844	413 Added 3.17%	13,452 $4.9 Million
Q4 2020 Jan 21, 2021	BUY	$299.82 - $343.69 $155,606 - $178,375	519 Added 4.15%	13,039 $4.48 Million
Q3 2020 Oct 14, 2020	SELL	$285.37 - $328.74 $689,168 - $793,907	-2,415 Reduced 16.17%	12,520 $3.85 Million
Q2 2020 Jul 15, 2020	SELL	$226.15 - $297.17 $121,668 - $159,877	-538 Reduced 3.48%	14,935 $4.23 Million
Q1 2020 Apr 21, 2020	BUY	$204.27 - $310.92 $1.65 Million - $2.52 Million	8,100 Added 109.86%	15,473 $3.66 Million
Q3 2019 Nov 05, 2019	SELL	$260.57 - $277.38 $307,472 - $327,308	-1,180 Reduced 13.8%	7,373 $2.01 Million
Q1 2019 May 01, 2019	SELL	$224.5 - $261.43 $80,146 - $93,330	-357 Reduced 4.01%	8,553 $2.22 Million
Q4 2018 Jan 31, 2019	SELL	$215.07 - $268.24 $46,885 - $58,476	-218 Reduced 2.39%	8,910 $2.05 Million
Q3 2018 Oct 18, 2018	BUY	$248.79 - $269.75 $3,731 - $4,046	15 Added 0.16%	9,128 $2.44 Million
Q2 2018 Jul 24, 2018	BUY	$236.48 - $256.33 $43,748 - $47,421	185 Added 2.07%	9,113 $2.27 Million
Q4 2017 Jan 22, 2018	BUY	$231.73 - $247.65 $144,136 - $154,038	622 Added 7.49%	8,928 $2.19 Million
Q3 2017 Oct 11, 2017	BUY	$228.78 - $230.76 $1.9 Million - $1.92 Million	8,306	8,306 $1.92 Million

Others Institutions Holding VOO

# of Institutions

3,636

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Schneider Downs Wealth Management Advisors, LP Vanguard Index Fds S&P 500 ETF Transaction History