Blodgett Wealth Advisors’s Visa V Stock Holding History

Blodgett 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
2026 Q1	$555K	Hold	1,835	–	–	0.44%	33
2025 Q4	$644K	Hold	1,835	–	–	0.45%	33
2025 Q3	$626K	Hold	1,835	–	–	0.43%	32
2025 Q2	$652K	Sell	1,835 -200	-10%	-$69.7K	0.51%	31
2025 Q1	$713K	Sell	2,035 -725	-26%	-$245K	0.61%	30
2024 Q4	$872K	Sell	2,760 -405	-13%	-$122K	0.68%	24
2024 Q3	$870K	Sell	3,165 -100	-3%	-$27K	0.73%	21
2024 Q2	$857K	Sell	3,265 -525	-14%	-$144K	0.73%	20
2024 Q1	$1.06M	Buy	3,790 +30	+0.8%	+$8.28K	0.96%	20
2023 Q4	$979K	Hold	3,760	–	–	1%	19
2023 Q3	$865K	Hold	3,760	–	–	0.95%	24
2023 Q2	$893K	Buy	3,760 +550	+17%	+$126K	0.93%	25
2023 Q1	$724K	Hold	3,210	–	–	0.84%	29
2022 Q4	$667K	Hold	3,210	–	–	0.81%	30
2022 Q3	$570K	Buy	3,210 +125	+4%	+$25.4K	0.69%	33
2022 Q2	$607K	Sell	3,085 -535	-15%	-$111K	0.67%	32
2022 Q1	$803K	Sell	3,620 -475	-12%	-$103K	0.67%	37
2021 Q4	$887K	Buy	+4,095	New	+$879K	0.69%	35

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return