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Ritter Daniher Financial Advisory’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-340
Closed -$31.7K – 320
2022
Q4 		$31.7K Hold
340
– – 0.02% 168
2022
Q3 		$30K Buy
+340
New +$32.9K 0.02% 138

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Ritter Daniher Financial Advisory's VIOG Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2023, closing a stake of 340 shares — an estimated $31.7K sold.

Ritter Daniher Financial Advisory first reported a position in VIOG in Q3 2022 and held it in 2 quarters. The position peaked at $31.7K in Q4 2022. 102 funds tracked by Wall St. Rank hold VIOG as of Q1 2023.

  • Ritter Daniher Financial Advisory reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 340 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $31.7K.
  • Ritter Daniher Financial Advisory first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2022 and held it in 2 quarters.
  • Ritter Daniher Financial Advisory's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $31.7K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.