YWM
Yoder Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
78,158
-62
| -0.1% | -$2.62K | 1.72% | 19 |
|
|
2025
Q1 | $3.16M | Sell |
78,220
-5,325
| -6% | -$215K | 1.78% | 17 |
|
|
2024
Q4 | $3.37M | Hold |
83,545
| – | – | 1.86% | 17 |
|
|
2024
Q3 | $3.39M | Sell |
83,545
-670
| -0.8% | -$27.2K | 2.04% | 13 |
|
|
2024
Q2 | $3.2M | Sell |
84,215
-1,758
| -2% | -$66.7K | 2.07% | 13 |
|
|
2024
Q1 | $3.31M | Sell |
85,973
-3,796
| -4% | -$146K | 2.16% | 13 |
|
|
2023
Q4 | $3.16M | Sell |
89,769
-7,246
| -7% | -$255K | 2.23% | 12 |
|
|
2023
Q3 | $3.09M | Buy |
97,015
+77,612
| +400% | +$2.47M | 2.55% | 11 |
|
|
2023
Q2 | $3.18M | Hold |
19,403
| – | – | 2.5% | 11 |
|
|
2023
Q1 | $3.04M | Buy |
+19,403
| New | +$3.04M | 2.53% | 11 |
|