Drive Wealth Management’s Visa V Stock Holding History

Drive Wealth Management’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	$2.32M	Sell	7,672 -547	-7%	-$176K	0.49%	40
2025 Q4	$2.88M	Sell	8,219 -501	-6%	-$171K	0.56%	38
2025 Q3	$2.98M	Sell	8,720 -125	-1%	-$43.3K	0.63%	32
2025 Q2	$3.14M	Buy	8,845 +144	+2%	+$50.2K	0.69%	29
2025 Q1	$3.05M	Buy	8,701 +3,619	+71%	+$1.22M	0.72%	28
2024 Q4	$1.61M	Buy	5,082 +594	+13%	+$179K	0.39%	45
2024 Q3	$1.23M	Sell	4,488 -30	-0.7%	-$8.11K	0.32%	59
2024 Q2	$1.19M	Sell	4,518 -235	-5%	-$64.4K	0.32%	60
2024 Q1	$1.33M	Sell	4,753 -253	-5%	-$69.9K	0.37%	51
2023 Q4	$1.3M	Sell	5,006 -251	-5%	-$61.9K	0.42%	49
2023 Q3	$1.21M	Sell	5,257 -170	-3%	-$40.9K	0.44%	49
2023 Q2	$1.29M	Buy	5,427 +8	+0.1%	+$1.83K	0.48%	48
2023 Q1	$1.22M	Sell	5,419 -163	-3%	-$36.3K	0.51%	45
2022 Q4	$1.16M	Buy	5,582 +1,178	+27%	+$238K	0.58%	40
2022 Q3	$782K	Sell	4,404 -465	-10%	-$94.6K	0.74%	29
2022 Q2	$959K	Buy	4,869 +686	+16%	+$142K	0.88%	26
2022 Q1	$928K	Buy	4,183 +1,604	+62%	+$347K	0.78%	30
2021 Q4	$559K	Buy	+2,579	New	+$554K	0.49%	51

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