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
2025 Q3	$563K	Buy
2025 Q2	$570K	Buy
2025 Q1	$520K	Sell
2024 Q4	$492K	Sell
2024 Q3	$434K	Sell
2024 Q2	$431K	Sell
2024 Q1	$472K	Sell
2023 Q4	$460K	Buy
2023 Q3	–	Sell
2023 Q2	$239K	Buy