YWM
V icon

Yoder Wealth Management’s Visa V Stock Holding History

Yoder Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$504K Buy
1,667
+4
+0.2% +$1.29K 0.23% 66
2025
Q4 		$583K Buy
1,663
+14
+0.8% +$4.77K 0.27% 63
2025
Q3 		$563K Buy
1,649
+44
+3% +$15.2K 0.27% 63
2025
Q2 		$570K Buy
1,605
+121
+8% +$42.2K 0.3% 61
2025
Q1 		$520K Sell
1,484
-74
-5% -$25K 0.29% 61
2024
Q4 		$492K Sell
1,558
-19
-1% -$5.71K 0.27% 63
2024
Q3 		$434K Sell
1,577
-65
-4% -$17.6K 0.26% 65
2024
Q2 		$431K Sell
1,642
-49
-3% -$13.4K 0.28% 63
2024
Q1 		$472K Sell
1,691
-76
-4% -$21K 0.31% 58
2023
Q4 		$460K Buy
+1,767
New +$436K 0.32% 58
2023
Q3 		– Sell
-1,008
Closed -$239K – 81
2023
Q2 		$239K Buy
+1,008
New +$231K 0.19% 65

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return