Ritter Daniher Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $927K | Sell |
|
|||||
|
2024
Q4 | $974K | Sell |
|
|||||
|
2024
Q3 | $1.01M | Hold |
|
|||||
|
2024
Q2 | $954K | Sell |
|
|||||
|
2024
Q1 | $934K | Sell |
|
|||||
|
2023
Q4 | $889K | Sell |
|
|||||
|
2023
Q3 | $838K | Sell |
|
|||||
|
2023
Q2 | $871K | Sell |
|
|||||
|
2023
Q1 | $808K | Sell |
|
|||||
|
2022
Q4 | $844K | Buy |
|
|||||
|
2022
Q3 | $647K | Buy |
|
|||||
|
2022
Q2 | $494K | Buy |
|
|||||
|
2022
Q1 | $524K | Sell |
|
|||||
|
2021
Q4 | $578K | Sell |
|
|||||
|
2021
Q3 | $542K | Sell |
|
|||||
|
2021
Q2 | $585K | Hold |
|
|||||
|
2021
Q1 | $542K | Sell |
|
|||||
|
2020
Q4 | $512K | Buy |
|