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Company Main View
Name:
YARGER WEALTH STRATEGIES LLC
City:
WESTERVILLE
State:
OH
Zip:
43081
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$146,864,000
Total Value Change :
$22,941,000
Securities Held Change :
13
All Securities Held :
78
New Positions
:
14
Closed Positions
:
2
Increased Positions
:
40
Unchanged Positions
:
3
Decreased Positions
:
21
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
QQQ
Invesco QQQ Trust Series I
44
-
$457.95
$519,000
1,169
0.35%
40,000
0
0
Closed - End Fund - Debt
VIOO
Vanguard S&P Small-Cap 600 Etf
67
-
$99.84
$244,000
2,404
0.17%
6,000
0
0.018
N/A
VSCO
Victorias Secret & Co.
69
-
$20.76
$236,000
12,198
0.16%
-88,000
0
0.014
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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