Evergreen Private Wealth’s Visa V Stock Holding History

Evergreen Private Wealth’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	$179K	Sell
2025 Q2	$193K	Sell
2025 Q1	$234K	Hold
2024 Q4	$211K	Buy
2024 Q3	$183K	Buy
2024 Q2	$174K	Sell
2024 Q1	$196K	Sell
2023 Q4	$185K	Buy