YWM
Yoder Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Hold |
1,980
| – | – | 0.37% | 55 |
|
|
2025
Q1 | $645K | Hold |
1,980
| – | – | 0.36% | 56 |
|
|
2024
Q4 | $743K | Buy |
1,980
+69
| +4% | +$25.9K | 0.41% | 52 |
|
|
2024
Q3 | $651K | Buy |
1,911
+21
| +1% | +$7.15K | 0.39% | 51 |
|
|
2024
Q2 | $590K | Buy |
1,890
+16
| +0.9% | +$5K | 0.38% | 52 |
|
|
2024
Q1 | $595K | Sell |
1,874
-374
| -17% | -$119K | 0.39% | 50 |
|
|
2023
Q4 | $685K | Sell |
2,248
-7
| -0.3% | -$2.13K | 0.48% | 45 |
|
|
2023
Q3 | $607K | Sell |
2,255
-18
| -0.8% | -$4.85K | 0.5% | 46 |
|
|
2023
Q2 | $644K | Sell |
2,273
-49
| -2% | -$13.9K | 0.51% | 42 |
|
|
2023
Q1 | $586K | Buy |
+2,322
| New | +$586K | 0.49% | 43 |
|