YWM
Yoder Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
2,454
-68
| -3% | -$16.9K | 0.32% | 58 |
|
|
2025
Q1 | $668K | Buy |
2,522
+115
| +5% | +$30.4K | 0.38% | 55 |
|
|
2024
Q4 | $611K | Buy |
2,407
+173
| +8% | +$43.9K | 0.34% | 56 |
|
|
2024
Q3 | $630K | Hold |
2,234
| – | – | 0.38% | 53 |
|
|
2024
Q2 | $594K | Buy |
2,234
+39
| +2% | +$10.4K | 0.38% | 51 |
|
|
2024
Q1 | $594K | Sell |
2,195
-170
| -7% | -$46K | 0.39% | 51 |
|
|
2023
Q4 | $593K | Buy |
2,365
+16
| +0.7% | +$4.01K | 0.42% | 48 |
|
|
2023
Q3 | $552K | Buy |
2,349
+100
| +4% | +$23.5K | 0.46% | 49 |
|
|
2023
Q2 | $551K | Hold |
2,249
| – | – | 0.43% | 49 |
|
|
2023
Q1 | $536K | Buy |
+2,249
| New | +$536K | 0.45% | 47 |
|