RDFA
Ritter Daniher Financial Advisory’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196 | Buy |
+1
| New | +$196 | ﹤0.01% | 329 |
|
|
2024
Q3 | – | Sell |
-49
| Closed | -$8.94K | – | 327 |
|
|
2024
Q2 | $8.94K | Buy |
+49
| New | +$8.94K | ﹤0.01% | 238 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$5.79K | – | 377 |
|
|
2023
Q2 | $5.79K | Buy |
+35
| New | +$5.79K | ﹤0.01% | 250 |
|
|
2023
Q1 | – | Sell |
-1,089
| Closed | -$173K | – | 319 |
|
|
2022
Q4 | $173K | Buy |
+1,089
| New | +$173K | 0.08% | 74 |
|