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  Name: Vahanian & Associates Financial Planning Inc.
  City: SARATOGA SPRINGS
  State: NY
  Zip: 12866
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $24,795,000
  Total Value Change : $-5,774,000
  Securities Held Change : -10
   
All Securities Held : 49
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Closed 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
   (ATHX)1 Year Chart         ATHX Athersys Inc (New) Closed $0.00 $0 0 0% -406,000 -939,530 0    Diversified Investments
   (ANF)1 Year Chart         ANF Abercrombie & Fitch Co Closed $122.08 $0 0 0% -333,000 -5,900 0    Apparel Stores
   (ZS)1 Year Chart         ZS Zscaler Inc Closed $176.82 $0 0 0% -282,000 -1,810 0    N/A
   (MAT)1 Year Chart         MAT Mattel Inc Closed $19.04 $0 0 0% -323,000 -14,660 0    Toys & Games
   (RUN)1 Year Chart         RUN Sunrun Inc. Closed $12.27 $0 0 0% -156,000 -12,400 0    N/A
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc Closed $352.35 $0 0 0% -321,000 -832 0    Textile - Apparel Clo...
   (SHLS)1 Year Chart         SHLS Shoals Technologies Group, ... Closed $0.00 $0 0 0% -238,000 -13,047 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... Closed $50.89 $0 0 0% -449,000 -10,742 0    Closed - End Fund - E...
   (MELI)1 Year Chart         MELI Mercadolibre Inc Closed $1,683.91 $0 0 0% -251,000 -198 0    Business Services
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc Closed $184.08 $0 0 0% -252,000 -1,250 0    N/A
   (DGII)1 Year Chart         DGII Digi International Inc Closed $27.14 $0 0 0% -229,000 -8,485 0    Networking & Communic...
   (MRTX)1 Year Chart         MRTX Mirati Therapeutics, Inc. Closed $58.70 $0 0 0% -230,000 -5,275 0    Biotechnology
   (ARRY)1 Year Chart         ARRY Array Technologies, Inc. Closed $0.00 $0 0 0% -384,000 -17,304 0    N/A
   (OII)1 Year Chart         OII Oceaneering International Inc Closed $23.49 $0 0 0% -217,000 -8,450 0    Oil & Gas Drilling & ...
   (GFF)1 Year Chart         GFF Griffon Corp Closed $69.35 $0 0 0% -231,000 -5,825 0    General Building Mate...

      15 Records Found
  1    
Page 1 of 1
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