Ehrlich Financial Group’s Visa V Stock Holding History

Ehrlich 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
2025 Q3	$303K	Sell
2025 Q2	$322K	Buy
2025 Q1	$312K	Sell
2024 Q4	$301K	Sell
2024 Q3	$267K	Sell
2024 Q2	$257K	Buy
2024 Q1	$271K	Sell
2023 Q4	$262K	Buy