RDFA
Ritter Daniher Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Buy |
4,776
+75
| +2% | +$15.4K | 0.24% | 38 |
|
|
2025
Q1 | $912K | Hold |
4,701
| – | – | 0.25% | 35 |
|
|
2024
Q4 | $921K | Sell |
4,701
-227
| -5% | -$44.5K | 0.26% | 34 |
|
|
2024
Q3 | $976K | Hold |
4,928
| – | – | 0.28% | 34 |
|
|
2024
Q2 | $900K | Sell |
4,928
-172
| -3% | -$31.4K | 0.29% | 33 |
|
|
2024
Q1 | $931K | Hold |
5,100
| – | – | 0.31% | 29 |
|
|
2023
Q4 | $869K | Sell |
5,100
-388
| -7% | -$66.1K | 0.32% | 29 |
|
|
2023
Q3 | $853K | Buy |
5,488
+1,633
| +42% | +$254K | 0.36% | 23 |
|
|
2023
Q2 | $626K | Sell |
3,855
-249
| -6% | -$40.4K | 0.26% | 38 |
|
|
2023
Q1 | $632K | Sell |
4,104
-1,837
| -31% | -$283K | 0.28% | 36 |
|
|
2022
Q4 | $902K | Buy |
5,941
+4,532
| +322% | +$688K | 0.43% | 26 |
|
|
2022
Q3 | $190K | Hold |
1,409
| – | – | 0.14% | 67 |
|
|
2022
Q2 | $202K | Buy |
1,409
+498
| +55% | +$71.4K | 0.14% | 62 |
|
|
2022
Q1 | $148K | Buy |
911
+21
| +2% | +$3.41K | 0.1% | 67 |
|
|
2021
Q4 | $153K | Sell |
890
-60
| -6% | -$10.3K | 0.1% | 65 |
|
|
2021
Q3 | $146K | Hold |
950
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $147K | Hold |
950
| – | – | 0.11% | 64 |
|
|
2021
Q1 | $140K | Hold |
950
| – | – | 0.11% | 63 |
|
|
2020
Q4 | $134K | Buy |
+950
| New | +$134K | 0.12% | 60 |
|