Ritter Daniher Financial Advisory LLC Vanguard Dividend Appreciation Transaction History

Ritter Daniher Financial Advisory LLC

$330 Million
Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 4,701 shares of VIG stock, worth $856,287. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,701

Previous 4,701 -0.0%

Holding current value

$856,287

Previous $856,000 -0.0%

% of portfolio

0.26%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	N/A	-227 Reduced 4.61%	4,701 $856,000
Q2 2024 Aug 12, 2024	SELL	$173.33 - $185.29 $29,812 - $31,869	-172 Reduced 3.37%	4,928 $899,000
Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $58,262 - $66,410	-388 Reduced 7.07%	5,100 $869,000
Q3 2023 Nov 09, 2023	BUY	$155.38 - $166.95 $253,735 - $272,629	1,633 Added 42.36%	5,488 $852,000
Q2 2023 Aug 10, 2023	SELL	$152.74 - $162.43 $38,032 - $40,445	-249 Reduced 6.07%	3,855 $626,000
Q1 2023 May 11, 2023	SELL	$147.24 - $158.33 $270,479 - $290,852	-1,837 Reduced 30.92%	4,104 $632,000
Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $656,414 - $719,273	4,532 Added 321.65%	5,941 $902,000
Q2 2022 Aug 11, 2022	BUY	N/A	1,409 New	1,409 $202,000

Others Institutions Holding VIG

# of Institutions

2,564

Shares Held

219M

Call Options Held

572K

Put Options Held

128K

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Ritter Daniher Financial Advisory LLC Vanguard Dividend Appreciation Transaction History