YWM
Yoder Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
73,067
-150
| -0.2% | -$3.6K | 0.91% | 35 |
|
|
2025
Q1 | $1.68M | Sell |
73,217
-3,100
| -4% | -$71.3K | 0.95% | 36 |
|
|
2024
Q4 | $1.78M | Buy |
76,317
+50,583
| +197% | +$1.18M | 0.98% | 32 |
|
|
2024
Q3 | $1.81M | Buy |
25,734
+15
| +0.1% | +$1.06K | 1.09% | 29 |
|
|
2024
Q2 | $1.69M | Sell |
25,719
-370
| -1% | -$24.3K | 1.09% | 28 |
|
|
2024
Q1 | $1.73M | Buy |
26,089
+50
| +0.2% | +$3.31K | 1.13% | 27 |
|
|
2023
Q4 | $1.59M | Sell |
26,039
-2,500
| -9% | -$153K | 1.12% | 27 |
|
|
2023
Q3 | $1.57M | Hold |
28,539
| – | – | 1.3% | 25 |
|
|
2023
Q2 | $1.62M | Hold |
28,539
| – | – | 1.28% | 23 |
|
|
2023
Q1 | $1.54M | Buy |
+28,539
| New | +$1.54M | 1.28% | 25 |
|