YWM
Yoder Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
11,409
-38
| -0.3% | -$11.5K | 1.81% | 18 |
|
|
2025
Q1 | $3.15M | Buy |
11,447
+119
| +1% | +$32.7K | 1.77% | 18 |
|
|
2024
Q4 | $3.28M | Buy |
11,328
+7,067
| +166% | +$2.05M | 1.81% | 19 |
|
|
2024
Q3 | $1.21M | Buy |
4,261
+36
| +0.9% | +$10.2K | 0.72% | 37 |
|
|
2024
Q2 | $1.13M | Buy |
4,225
+76
| +2% | +$20.3K | 0.73% | 38 |
|
|
2024
Q1 | $1.08M | Buy |
4,149
+84
| +2% | +$21.8K | 0.7% | 38 |
|
|
2023
Q4 | $964K | Buy |
4,065
+82
| +2% | +$19.5K | 0.68% | 37 |
|
|
2023
Q3 | $846K | Buy |
3,983
+81
| +2% | +$17.2K | 0.7% | 34 |
|
|
2023
Q2 | $860K | Sell |
3,902
-3,059
| -44% | -$674K | 0.68% | 35 |
|
|
2023
Q1 | $1.42M | Buy |
+6,961
| New | +$1.42M | 1.18% | 27 |
|