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Discipline Wealth Solutions’s Visa V Stock Holding History

Discipline Wealth Solutions’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501K Hold
1,412
– – 0.19% 61
2025
Q1 		$495K Hold
1,412
– – 0.24% 49
2024
Q4 		$446K Buy
1,412
+89
+7% +$28.1K 0.21% 52
2024
Q3 		$364K Buy
+1,323
New +$364K 0.19% 52