Ritter Daniher Financial Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.14M | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $934K | Hold |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $905K | Buy |
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|
2021
Q4 | $948K | Sell |
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|
2021
Q3 | $887K | Buy |
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|
2021
Q2 | $901K | Hold |
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|
2021
Q1 | $874K | Hold |
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|
2020
Q4 | $770K | Buy |
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