RDFA
Ritter Daniher Financial Advisory’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
10,926
+2,710
| +33% | +$274K | 0.27% | 33 |
|
|
2025
Q1 | $793K | Hold |
8,216
| – | – | 0.22% | 40 |
|
|
2024
Q4 | $871K | Hold |
8,216
| – | – | 0.25% | 37 |
|
|
2024
Q3 | $889K | Sell |
8,216
-100
| -1% | -$10.8K | 0.26% | 37 |
|
|
2024
Q2 | $817K | Buy |
8,316
+110
| +1% | +$10.8K | 0.26% | 37 |
|
|
2024
Q1 | $833K | Hold |
8,206
| – | – | 0.28% | 34 |
|
|
2023
Q4 | $814K | Hold |
8,206
| – | – | 0.3% | 32 |
|
|
2023
Q3 | $717K | Hold |
8,206
| – | – | 0.3% | 32 |
|
|
2023
Q2 | $754K | Sell |
8,206
-760
| -8% | -$69.8K | 0.31% | 30 |
|
|
2023
Q1 | $796K | Buy |
8,966
+4,483
| +100% | +$398K | 0.35% | 29 |
|
|
2022
Q4 | $777K | Buy |
4,483
+1,028
| +30% | +$178K | 0.37% | 29 |
|
|
2022
Q3 | $558K | Buy |
3,455
+78
| +2% | +$12.6K | 0.4% | 33 |
|
|
2022
Q2 | $574K | Hold |
3,377
| – | – | 0.41% | 26 |
|
|
2022
Q1 | $669K | Hold |
3,377
| – | – | 0.46% | 27 |
|
|
2021
Q4 | $710K | Hold |
3,377
| – | – | 0.47% | 26 |
|
|
2021
Q3 | $681K | Hold |
3,377
| – | – | 0.5% | 24 |
|
|
2021
Q2 | $701K | Hold |
3,377
| – | – | 0.52% | 22 |
|
|
2021
Q1 | $672K | Hold |
3,377
| – | – | 0.54% | 21 |
|
|
2020
Q4 | $567K | Buy |
+3,377
| New | +$567K | 0.49% | 21 |
|