YWM
Yoder Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
1,417
| – | – | 0.14% | 90 |
|
|
2025
Q1 | $264K | Hold |
1,417
| – | – | 0.15% | 91 |
|
|
2024
Q4 | $281K | Sell |
1,417
-33
| -2% | -$6.54K | 0.16% | 86 |
|
|
2024
Q3 | $291K | Hold |
1,450
| – | – | 0.17% | 85 |
|
|
2024
Q2 | $265K | Hold |
1,450
| – | – | 0.17% | 87 |
|
|
2024
Q1 | $278K | Hold |
1,450
| – | – | 0.18% | 81 |
|
|
2023
Q4 | $261K | Buy |
+1,450
| New | +$261K | 0.18% | 78 |
|