EP
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Essential Planning’s Visa V Stock Holding History

Essential Planning’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,670
Closed -$2M – 284
2024
Q4 		$2M Buy
+6,670
New +$2M 0.01% 195