YWM
Yoder Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Sell |
39,852
-628
| -2% | -$129K | 4.25% | 4 |
|
|
2025
Q1 | $7.85M | Sell |
40,480
-2,135
| -5% | -$414K | 4.42% | 3 |
|
|
2024
Q4 | $8.35M | Sell |
42,615
-632
| -1% | -$124K | 4.61% | 4 |
|
|
2024
Q3 | $8.57M | Sell |
43,247
-368
| -0.8% | -$72.9K | 5.14% | 2 |
|
|
2024
Q2 | $7.96M | Sell |
43,615
-1,319
| -3% | -$241K | 5.15% | 3 |
|
|
2024
Q1 | $8.21M | Sell |
44,934
-1,159
| -3% | -$212K | 5.35% | 3 |
|
|
2023
Q4 | $7.85M | Sell |
46,093
-153
| -0.3% | -$26.1K | 5.54% | 3 |
|
|
2023
Q3 | $7.19M | Sell |
46,246
-640
| -1% | -$99.4K | 5.93% | 3 |
|
|
2023
Q2 | $7.62M | Sell |
46,886
-5,465
| -10% | -$888K | 6% | 4 |
|
|
2023
Q1 | $8.06M | Buy |
+52,351
| New | +$8.06M | 6.7% | 3 |
|