Aletheian Wealth Advisors’s Visa V Stock Holding History

Aletheian Wealth Advisors’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
2025 Q2	$624K	Sell
2025 Q1	$643K	Buy
2024 Q4	$488K	Buy
2024 Q3	$414K	Sell
2024 Q2	$972K	Buy
2024 Q1	$966K	Sell
2023 Q4	$1.01M	Sell
2023 Q3	$912K	Sell
2023 Q2	$1.27M	Buy
2023 Q1	$229K	Buy