Yarger Wealth Strategies’s Visa V Stock Holding History

Yarger Wealth Strategies’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	3,286 +229	+7%	+$73.5K	0.42%	50
2026 Q1	$924K	Buy	3,057 +480	+19%	+$154K	0.37%	51
2025 Q4	$904K	Buy	2,577 +62	+2%	+$21.1K	0.39%	46
2025 Q3	$858K	Sell	2,515 -120	-5%	-$41.5K	0.39%	49
2025 Q2	$936K	Buy	2,635 +222	+9%	+$77.4K	0.49%	42
2025 Q1	$846K	Buy	2,413 +104	+5%	+$35.2K	0.49%	38
2024 Q4	$730K	Buy	2,309 +283	+14%	+$85.1K	0.42%	43
2024 Q3	$557K	Buy	2,026 +125	+7%	+$33.8K	0.31%	46
2024 Q2	$499K	Buy	1,901 +121	+7%	+$33.2K	0.3%	50
2024 Q1	$497K	Buy	1,780 +308	+21%	+$85K	0.34%	48
2023 Q4	$383K	Buy	1,472 +125	+9%	+$30.8K	0.31%	47
2023 Q3	$310K	Buy	1,347 +26	+2%	+$6.25K	0.26%	50
2023 Q2	$314K	Sell	1,321 -99	-7%	-$22.7K	0.28%	47
2023 Q1	$320K	Buy	1,420 +3	+0.2%	+$668	0.35%	42
2022 Q4	$294K	Buy	1,417 +3	+0.2%	+$605	0.36%	37
2022 Q3	$251K	Sell	1,414 -154	-10%	-$31.3K	0.33%	42
2022 Q2	$319K	Buy	1,568 +2	+0.1%	+$413	0.41%	39
2022 Q1	$347K	Buy	+1,566	New	+$339K	0.45%	37

Other funds holding V

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return