Fiduciary Planning’s Visa V Stock Holding History

Fiduciary Planning’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	–	Sell	-660	Closed	-$232K	–	80
2025 Q4	$232K	Buy	+660	New	+$225K	0.07%	66
2023 Q4	–	Sell	-3,532	Closed	-$812K	–	69
2023 Q3	$812K	Sell	3,532 -1,685	-32%	-$405K	0.38%	38
2023 Q2	$1.24M	Buy	5,217 +83	+2%	+$19K	0.57%	22
2023 Q1	$1.16M	Sell	5,134 -185	-3%	-$41.2K	0.55%	18
2022 Q4	$1.1M	Buy	5,319 +64	+1%	+$12.9K	0.54%	21
2022 Q3	$933K	Buy	5,255 +45	+0.9%	+$9.16K	0.48%	21
2022 Q2	$1.03M	Buy	5,210 +835	+19%	+$173K	0.51%	17
2022 Q1	$970K	Buy	4,375 +695	+19%	+$150K	0.53%	17
2021 Q4	$798K	Sell	3,680 -311	-8%	-$66.8K	0.45%	25
2021 Q3	$889K	Buy	3,991 +1,971	+98%	+$462K	0.47%	28
2021 Q2	$472K	Buy	2,020 +1,963	+3,444%	+$449K	0.41%	39
2021 Q1	$12K	Buy	+57	New	+$12K	0.02%	155

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