RDFA
Ritter Daniher Financial Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
10,979
| – | – | 0.28% | 30 |
|
|
2025
Q1 | $1.08M | Sell |
10,979
-60
| -0.5% | -$5.92K | 0.3% | 30 |
|
|
2024
Q4 | $1.16M | Sell |
11,039
-28
| -0.3% | -$2.95K | 0.33% | 29 |
|
|
2024
Q3 | $1.17M | Sell |
11,067
-83
| -0.7% | -$8.77K | 0.34% | 26 |
|
|
2024
Q2 | $1.11M | Buy |
11,150
+100
| +0.9% | +$9.92K | 0.35% | 25 |
|
|
2024
Q1 | $1.14M | Hold |
11,050
| – | – | 0.38% | 23 |
|
|
2023
Q4 | $1.04M | Hold |
11,050
| – | – | 0.39% | 23 |
|
|
2023
Q3 | $934K | Hold |
11,050
| – | – | 0.39% | 20 |
|
|
2023
Q2 | $979K | Sell |
11,050
-1,200
| -10% | -$106K | 0.41% | 20 |
|
|
2023
Q1 | $1.04M | Buy |
12,250
+6,130
| +100% | +$519K | 0.46% | 18 |
|
|
2022
Q4 | $1M | Buy |
6,120
+1,000
| +20% | +$164K | 0.48% | 22 |
|
|
2022
Q3 | $761K | Buy |
5,120
+142
| +3% | +$21.1K | 0.55% | 25 |
|
|
2022
Q2 | $762K | Hold |
4,978
| – | – | 0.54% | 21 |
|
|
2022
Q1 | $905K | Buy |
4,978
+30
| +0.6% | +$5.45K | 0.62% | 20 |
|
|
2021
Q4 | $948K | Sell |
4,948
-31
| -0.6% | -$5.94K | 0.63% | 19 |
|
|
2021
Q3 | $887K | Buy |
4,979
+28
| +0.6% | +$4.99K | 0.65% | 18 |
|
|
2021
Q2 | $901K | Hold |
4,951
| – | – | 0.67% | 18 |
|
|
2021
Q1 | $874K | Hold |
4,951
| – | – | 0.7% | 17 |
|
|
2020
Q4 | $770K | Buy |
+4,951
| New | +$770K | 0.67% | 19 |
|