Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in VANGUARD WHITEHALL FDS (VYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 26,786 | -3,929 | -12.8% | 0.94% | $3.8M | $142.68 |
| 2025 Q3 | REDUCED | 30,715 | -48 | -0.2% | 1.07% | $4.3M | $139.20 |
| 2025 Q2 | REDUCED | 30,763 | -580 | -1.9% | 1.10% | $4.1M | $130.87 |
| 2025 Q1 | REDUCED | 31,343 | -16,621 | -34.7% | 1.32% | $4.0M | $125.77 |
| 2024 Q4 | REDUCED | 47,964 | -719 | -1.5% | 2.04% | $6.3M | $123.62 |
| 2024 Q3 | REDUCED | 48,683 | -3,439 | -6.6% | 2.09% | $6.3M | $123.26 |
| 2024 Q2 | REDUCED | 52,122 | -1,101 | -2.1% | 2.42% | $6.2M | $113.27 |
| 2024 Q1 | ADDED | 53,223 | +3,814 | +7.7% | 2.62% | $6.4M | $114.57 |
| 2023 Q4 | INITIATED | 49,409 | — | — | 2.83% | $5.5M | — |
As of 2025 Q4 — sorted by position size