YWS
Yarger Wealth Strategies’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
17,206
| – | – | 0.43% | 46 |
|
|
2025
Q1 | $688K | Hold |
17,206
| – | – | 0.4% | 47 |
|
|
2024
Q4 | $796K | Buy |
17,206
+19
| +0.1% | +$879 | 0.46% | 40 |
|
|
2024
Q3 | $735K | Buy |
17,187
+1
| +0% | +$43 | 0.41% | 41 |
|
|
2024
Q2 | $729K | Hold |
17,186
| – | – | 0.44% | 40 |
|
|
2024
Q1 | $661K | Buy |
+17,186
| New | +$661K | 0.45% | 40 |
|
|
2023
Q1 | – | Sell |
-9,572
| Closed | -$202K | – | 50 |
|
|
2022
Q4 | $202K | Hold |
9,572
| – | – | 0.25% | 45 |
|
|
2022
Q3 | $205K | Hold |
9,572
| – | – | 0.27% | 46 |
|
|
2022
Q2 | $221K | Buy |
9,572
+335
| +4% | +$7.74K | 0.29% | 45 |
|
|
2022
Q1 | $279K | Hold |
9,237
| – | – | 0.36% | 42 |
|
|
2021
Q4 | $320K | Buy |
+9,237
| New | +$320K | 0.35% | 38 |
|