YWM
Yoder Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Hold |
3,218
| – | – | 0.3% | 62 |
|
|
2025
Q1 | $556K | Hold |
3,218
| – | – | 0.31% | 59 |
|
|
2024
Q4 | $545K | Hold |
3,218
| – | – | 0.3% | 59 |
|
|
2024
Q3 | $562K | Hold |
3,218
| – | – | 0.34% | 55 |
|
|
2024
Q2 | $516K | Hold |
3,218
| – | – | 0.33% | 56 |
|
|
2024
Q1 | $524K | Hold |
3,218
| – | – | 0.34% | 54 |
|
|
2023
Q4 | $481K | Buy |
+3,218
| New | +$481K | 0.34% | 56 |
|
|
2023
Q3 | – | Sell |
-1,440
| Closed | -$205K | – | 83 |
|
|
2023
Q2 | $205K | Buy |
+1,440
| New | +$205K | 0.16% | 80 |
|