YWM
Yoder Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $846K | Hold |
14,841
| – | – | 0.44% | 50 |
|
2025
Q1 | $754K | Hold |
14,841
| – | – | 0.42% | 52 |
|
2024
Q4 | $710K | Buy |
14,841
+5,566
| +60% | +$266K | 0.39% | 55 |
|
2024
Q3 | $490K | Sell |
9,275
-1,000
| -10% | -$52.8K | 0.29% | 60 |
|
2024
Q2 | $508K | Hold |
10,275
| – | – | 0.33% | 57 |
|
2024
Q1 | $515K | Hold |
10,275
| – | – | 0.34% | 55 |
|
2023
Q4 | $492K | Buy |
10,275
+94
| +0.9% | +$4.5K | 0.35% | 54 |
|
2023
Q3 | $445K | Hold |
10,181
| – | – | 0.37% | 52 |
|
2023
Q2 | $470K | Hold |
10,181
| – | – | 0.37% | 51 |
|
2023
Q1 | $460K | Buy |
+10,181
| New | +$460K | 0.38% | 50 |
|