Bouchey Financial Group’s Visa V Stock Holding History

Bouchey Financial Group’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	$649K	Buy	2,107 +106	+5%	+$34.1K	0.05%	80
2025 Q4	$702K	Sell	2,001 -78	-4%	-$26.6K	0.05%	69
2025 Q3	$710K	Buy	2,079 +27	+1%	+$9.35K	0.05%	62
2025 Q2	$729K	Buy	2,052 +122	+6%	+$42.5K	0.06%	59
2025 Q1	$676K	Buy	1,930 +39	+2%	+$13.2K	0.06%	62
2024 Q4	$597K	Buy	1,891 +286	+18%	+$86K	0.05%	68
2024 Q3	$441K	Buy	1,605 +72	+5%	+$19.5K	0.04%	94
2024 Q2	$402K	Buy	1,533 +51	+3%	+$14K	0.04%	95
2024 Q1	$414K	Sell	1,482 -22	-1%	-$6.07K	0.04%	90
2023 Q4	$392K	Buy	1,504 +37	+3%	+$9.12K	0.04%	89
2023 Q3	$337K	Buy	1,467 +45	+3%	+$10.8K	0.04%	89
2023 Q2	$338K	Buy	1,422 +166	+13%	+$38K	0.04%	78
2023 Q1	$283K	Buy	1,256 +245	+24%	+$54.5K	0.04%	80
2022 Q4	$210K	Buy	+1,011	New	+$204K	0.03%	88
2022 Q2	–	Sell	-996	Closed	-$221K	–	102
2022 Q1	$221K	Buy	+996	New	+$215K	0.03%	90

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