YWM
Yoder Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Sell |
20,795
-62
| -0.3% | -$27.1K | 4.75% | 3 |
|
|
2025
Q1 | $7.73M | Sell |
20,857
-270
| -1% | -$100K | 4.35% | 5 |
|
|
2024
Q4 | $8.66M | Sell |
21,127
-8
| -0% | -$3.28K | 4.78% | 3 |
|
|
2024
Q3 | $8.11M | Sell |
21,135
-57
| -0.3% | -$21.9K | 4.87% | 4 |
|
|
2024
Q2 | $7.92M | Sell |
21,192
-66
| -0.3% | -$24.7K | 5.13% | 4 |
|
|
2024
Q1 | $7.31M | Sell |
21,258
-614
| -3% | -$211K | 4.77% | 5 |
|
|
2023
Q4 | $6.8M | Buy |
21,872
+694
| +3% | +$216K | 4.8% | 5 |
|
|
2023
Q3 | $5.77M | Sell |
21,178
-110
| -0.5% | -$30K | 4.76% | 6 |
|
|
2023
Q2 | $6.02M | Sell |
21,288
-1,656
| -7% | -$469K | 4.74% | 6 |
|
|
2023
Q1 | $5.72M | Buy |
+22,944
| New | +$5.72M | 4.76% | 6 |
|