DACG
Donor Advised Charitable Giving’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-625
| Closed | -$219K | – | 43 |
|
|
2025
Q1 | $219K | Buy |
+625
| New | +$219K | 0.01% | 38 |
|
|
2022
Q2 | – | Sell |
-910
| Closed | -$202K | – | 51 |
|
|
2022
Q1 | $202K | Buy |
+910
| New | +$202K | 0.02% | 53 |
|
|
2021
Q4 | – | Sell |
-910
| Closed | -$203K | – | 60 |
|
|
2021
Q3 | $203K | Sell |
910
-1,675
| -65% | -$374K | 0.04% | 51 |
|
|
2021
Q2 | $604K | Hold |
2,585
| – | – | 0.07% | 80 |
|
|
2021
Q1 | $547K | Hold |
2,585
| – | – | 0.06% | 81 |
|
|
2020
Q4 | $565K | Hold |
2,585
| – | – | 0.08% | 78 |
|
|
2020
Q3 | $517K | Hold |
2,585
| – | – | 0.15% | 25 |
|
|
2020
Q2 | $499K | Sell |
2,585
-495
| -16% | -$95.6K | 0.19% | 15 |
|
|
2020
Q1 | $496K | Hold |
3,080
| – | – | 0.25% | 14 |
|
|
2019
Q4 | $579K | Buy |
3,080
+180
| +6% | +$33.8K | 0.31% | 16 |
|
|
2019
Q3 | $499K | Hold |
2,900
| – | – | 0.39% | 20 |
|
|
2019
Q2 | $503K | Buy |
+2,900
| New | +$503K | 0.41% | 21 |
|