Ritter Daniher Financial Advisory’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,410	Closed	-$197K	–	321
2022 Q4	$197K	Hold	1,410	–	–	0.09%	71
2022 Q3	$175K	Buy	+1,410	New	+$193K	0.13%	68

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

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

Ritter Daniher Financial Advisory sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2023, closing a stake of 1,410 shares — an estimated $197K sold.

Ritter Daniher Financial Advisory first reported a position in VOOV in Q3 2022 and held it in 2 quarters. The position peaked at $197K in Q4 2022. 281 funds tracked by Wall St. Rank hold VOOV as of Q1 2023.

Ritter Daniher Financial Advisory reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,410 Vanguard S&P 500 Value ETF shares in Q1 2023, an estimated $197K.
Ritter Daniher Financial Advisory first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and held it in 2 quarters.
Ritter Daniher Financial Advisory's Vanguard S&P 500 Value ETF position peaked at $197K in Q4 2022.
281 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2023.

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