RDFA
Ritter Daniher Financial Advisory’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9K | Sell |
300
-43
| -13% | -$4.86K | 0.01% | 200 |
|
|
2025
Q1 | $35.4K | Sell |
343
-67
| -16% | -$6.91K | 0.01% | 187 |
|
|
2024
Q4 | $46.2K | Hold |
410
| – | – | 0.01% | 169 |
|
|
2024
Q3 | $47K | Hold |
410
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $44.9K | Hold |
410
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $46.5K | Hold |
410
| – | – | 0.02% | 153 |
|
|
2023
Q4 | $40.3K | Hold |
410
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $37K | Hold |
410
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $38.3K | Hold |
410
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $36.4K | Buy |
410
+33
| +9% | +$2.93K | 0.02% | 156 |
|
|
2022
Q4 | $63.8K | Hold |
377
| – | – | 0.03% | 132 |
|
|
2022
Q3 | $59K | Buy |
+377
| New | +$59K | 0.04% | 113 |
|