RDFA
Ritter Daniher Financial Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
1,399
-28
| -2% | -$8.51K | 0.1% | 59 |
|
|
2025
Q1 | $392K | Sell |
1,427
-40
| -3% | -$11K | 0.11% | 59 |
|
|
2024
Q4 | $425K | Sell |
1,467
-35
| -2% | -$10.1K | 0.12% | 53 |
|
|
2024
Q3 | $425K | Sell |
1,502
-63
| -4% | -$17.8K | 0.12% | 57 |
|
|
2024
Q2 | $419K | Sell |
1,565
-129
| -8% | -$34.5K | 0.13% | 54 |
|
|
2024
Q1 | $440K | Sell |
1,694
-54
| -3% | -$14K | 0.15% | 50 |
|
|
2023
Q4 | $415K | Sell |
1,748
-188
| -10% | -$44.6K | 0.15% | 52 |
|
|
2023
Q3 | $411K | Buy |
1,936
+32
| +2% | +$6.8K | 0.17% | 49 |
|
|
2023
Q2 | $419K | Buy |
1,904
+99
| +5% | +$21.8K | 0.17% | 47 |
|
|
2023
Q1 | $368K | Sell |
1,805
-44
| -2% | -$8.98K | 0.16% | 49 |
|
|
2022
Q4 | $354K | Buy |
1,849
+1
| +0.1% | +$191 | 0.17% | 52 |
|
|
2022
Q3 | $332K | Sell |
1,848
-130
| -7% | -$23.4K | 0.24% | 47 |
|
|
2022
Q2 | $373K | Sell |
1,978
-80
| -4% | -$15.1K | 0.27% | 44 |
|
|
2022
Q1 | $469K | Sell |
2,058
-112
| -5% | -$25.5K | 0.32% | 34 |
|
|
2021
Q4 | $524K | Sell |
2,170
-107
| -5% | -$25.8K | 0.35% | 32 |
|
|
2021
Q3 | $506K | Hold |
2,277
| – | – | 0.37% | 27 |
|
|
2021
Q2 | $507K | Sell |
2,277
-108
| -5% | -$24K | 0.38% | 28 |
|
|
2021
Q1 | $493K | Sell |
2,385
-26
| -1% | -$5.37K | 0.39% | 27 |
|
|
2020
Q4 | $469K | Buy |
+2,411
| New | +$469K | 0.41% | 27 |
|