RDFA
Ritter Daniher Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
1,804
+1
| +0.1% | +$568 | 0.25% | 35 |
|
|
2025
Q1 | $927K | Sell |
1,803
-4
| -0.2% | -$2.06K | 0.25% | 34 |
|
|
2024
Q4 | $974K | Sell |
1,807
-100
| -5% | -$53.9K | 0.27% | 33 |
|
|
2024
Q3 | $1.01M | Hold |
1,907
| – | – | 0.29% | 30 |
|
|
2024
Q2 | $954K | Sell |
1,907
-35
| -2% | -$17.5K | 0.3% | 28 |
|
|
2024
Q1 | $934K | Sell |
1,942
-93
| -5% | -$44.7K | 0.31% | 28 |
|
|
2023
Q4 | $889K | Sell |
2,035
-100
| -5% | -$43.7K | 0.33% | 27 |
|
|
2023
Q3 | $838K | Sell |
2,135
-4
| -0.2% | -$1.57K | 0.35% | 24 |
|
|
2023
Q2 | $871K | Sell |
2,139
-9
| -0.4% | -$3.67K | 0.36% | 25 |
|
|
2023
Q1 | $808K | Sell |
2,148
-253
| -11% | -$95.1K | 0.36% | 28 |
|
|
2022
Q4 | $844K | Buy |
2,401
+429
| +22% | +$151K | 0.4% | 27 |
|
|
2022
Q3 | $647K | Buy |
1,972
+549
| +39% | +$180K | 0.46% | 29 |
|
|
2022
Q2 | $494K | Buy |
1,423
+160
| +13% | +$55.5K | 0.35% | 34 |
|
|
2022
Q1 | $524K | Sell |
1,263
-62
| -5% | -$25.7K | 0.36% | 31 |
|
|
2021
Q4 | $578K | Sell |
1,325
-50
| -4% | -$21.8K | 0.39% | 29 |
|
|
2021
Q3 | $542K | Sell |
1,375
-112
| -8% | -$44.1K | 0.4% | 26 |
|
|
2021
Q2 | $585K | Hold |
1,487
| – | – | 0.44% | 26 |
|
|
2021
Q1 | $542K | Sell |
1,487
-3
| -0.2% | -$1.09K | 0.43% | 25 |
|
|
2020
Q4 | $512K | Buy |
+1,490
| New | +$512K | 0.44% | 24 |
|