Ritter Daniher Financial Advisory LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Ritter Daniher Financial Advisory LLC

$330 Million
Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 10,979 shares of IVOO stock, worth $1.16 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,979

Previous 11,039 0.54%

Holding current value

$1.16 Million

Previous $1.16 Million 6.96%

% of portfolio

0.33%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$96.85 - $111.39 $5,811 - $6,683	-60 Reduced 0.54%	10,979 $1.08 Million
Q4 2024 Feb 13, 2025	SELL	$104.52 - $115.08 $2,926 - $3,222	-28 Reduced 0.25%	11,039 $1.16 Million
Q3 2024 Nov 07, 2024	SELL	$97.05 - $106.1 $8,055 - $8,806	-83 Reduced 0.74%	11,067 $1.17 Million
Q2 2024 Aug 12, 2024	BUY	$95.6 - $102.96 $9,560 - $10,296	100 Added 0.9%	11,150 $1.11 Million
Q2 2023 Aug 10, 2023	SELL	$81.37 - $88.56 $97,644 - $106,272	-1,200 Reduced 9.8%	11,050 $978,000
Q1 2023 May 11, 2023	BUY	$80.26 - $183.76 $491,993 - $1.13 Million	6,130 Added 100.16%	12,250 $1.04 Million
Q4 2022 Feb 10, 2023	BUY	$75.71 - $174.3 $75,710 - $174,300	1,000 Added 19.53%	6,120 $1 Million
Q3 2022 Nov 09, 2022	BUY	$74.3 - $89.13 $10,550 - $12,656	142 Added 2.85%	5,120 $761,000
Q2 2022 Aug 11, 2022	BUY	$74.48 - $91.47 $370,761 - $455,337	4,978 New	4,978 $762,000

Others Institutions Holding IVOO

# of Institutions

301

Shares Held

12.2M

Call Options Held

Put Options Held

100

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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Ritter Daniher Financial Advisory LLC Vanguard S&P Mid Cap 400 ETF Transaction History