YWM
Yoder Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
2,749
-5
| -0.2% | -$596 | 0.17% | 80 |
|
|
2025
Q1 | $357K | Hold |
2,754
| – | – | 0.2% | 72 |
|
|
2024
Q4 | $334K | Hold |
2,754
| – | – | 0.18% | 77 |
|
|
2024
Q3 | $337K | Hold |
2,754
| – | – | 0.2% | 72 |
|
|
2024
Q2 | $351K | Buy |
2,754
+95
| +4% | +$12.1K | 0.23% | 67 |
|
|
2024
Q1 | $350K | Hold |
2,659
| – | – | 0.23% | 68 |
|
|
2023
Q4 | $312K | Hold |
2,659
| – | – | 0.22% | 67 |
|
|
2023
Q3 | $337K | Hold |
2,659
| – | – | 0.28% | 57 |
|
|
2023
Q2 | $300K | Sell |
2,659
-37
| -1% | -$4.18K | 0.24% | 60 |
|
|
2023
Q1 | $308K | Buy |
+2,696
| New | +$308K | 0.26% | 57 |
|