GFG
V icon

Goldstone Financial Group’s Visa V Stock Holding History

Goldstone 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
2026
Q1 		$513K Sell
1,697
-76
-4% -$24.4K 0.06% 165
2025
Q4 		$622K Sell
1,773
-247
-12% -$84.2K 0.07% 149
2025
Q3 		$690K Buy
2,020
+74
+4% +$25.6K 0.08% 142
2025
Q2 		$698K Buy
1,946
+487
+33% +$170K 0.09% 128
2025
Q1 		$511K Buy
1,459
+104
+8% +$35.2K 0.08% 133
2024
Q4 		$428K Buy
1,355
+130
+11% +$39.1K 0.07% 137
2024
Q3 		$337K Sell
1,225
-22
-2% -$5.95K 0.06% 149
2024
Q2 		$327K Buy
1,247
+302
+32% +$82.8K 0.07% 137
2024
Q1 		$264K Sell
945
-4
-0.4% -$1.1K 0.06% 137
2023
Q4 		$247K Sell
949
-440
-32% -$108K 0.06% 141
2023
Q3 		$319K Sell
1,389
-76
-5% -$18.3K 0.09% 112
2023
Q2 		$348K Buy
1,465
+52
+4% +$11.9K 0.1% 110
2023
Q1 		$319K Buy
+1,413
New +$315K 0.11% 110

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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