Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 | 30,428 | -6,953 | -18.6% | 3.04% | $6.7M | $219.78 |
| 2025 Q3 | REDUCED | 37,381 | -2,471 | -6.2% | 3.82% | $8.1M | $214.93 |
| 2025 Q2 | REDUCED | 39,852 | -628 | -1.6% | 4.25% | $8.2M | $203.03 |
| 2025 Q1 | REDUCED | 40,480 | -2,135 | -5.0% | 4.42% | $7.9M | $191.61 |
As of 2025 Q4 — sorted by position size