Good Life Advisors’s Visa V Stock Holding History

Good Life Advisors’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 Q2	$2.51M	Sell	7,057 -613	-8%	-$218K	0.16%	117
2025 Q1	$2.69M	Sell	7,670 -185	-2%	-$64.8K	0.19%	102
2024 Q4	$2.48M	Sell	7,855 -882	-10%	-$279K	0.18%	112
2024 Q3	$2.4M	Buy	8,737 +829	+10%	+$228K	0.15%	126
2024 Q2	$2.08M	Sell	7,908 -82	-1%	-$21.5K	0.17%	109
2024 Q1	$2.23M	Buy	7,990 +89	+1%	+$24.8K	0.2%	94
2023 Q4	$2.06M	Sell	7,901 -5,678	-42%	-$1.48M	0.2%	98
2023 Q3	$3.12M	Buy	13,579 +225	+2%	+$51.8K	0.36%	57
2023 Q2	$3.17M	Buy	13,354 +1,467	+12%	+$348K	0.36%	55
2023 Q1	$2.68M	Buy	11,887 +1,386	+13%	+$313K	0.34%	64
2022 Q4	$2.18M	Buy	10,501 +1,403	+15%	+$292K	0.3%	69
2022 Q3	$1.62M	Buy	9,098 +263	+3%	+$46.7K	0.24%	87
2022 Q2	$1.74M	Sell	8,835 -160	-2%	-$31.5K	0.24%	85
2022 Q1	$2M	Buy	8,995 +489	+6%	+$108K	0.25%	79
2021 Q4	$1.84M	Sell	8,506 -4,714	-36%	-$1.02M	0.22%	85
2021 Q3	$2.95M	Buy	13,220 +6,556	+98%	+$1.46M	0.4%	58
2021 Q2	$1.56M	Buy	6,664 +482	+8%	+$113K	0.3%	65
2021 Q1	$1.31M	Sell	6,182 -483	-7%	-$102K	0.26%	75
2020 Q4	$1.45M	Buy	6,665 +895	+16%	+$195K	0.34%	57
2020 Q3	$1.15M	Sell	5,770 -1,212	-17%	-$242K	0.31%	63
2020 Q2	$1.35M	Buy	6,982 +388	+6%	+$75K	0.41%	55
2020 Q1	$1.06M	Sell	6,594 -856	-11%	-$138K	0.38%	63
2019 Q4	$1.41M	Buy	7,450 +389	+6%	+$73.5K	0.4%	54
2019 Q3	$1.21M	Sell	7,061 -422	-6%	-$72.4K	0.37%	54
2019 Q2	$1.3M	Sell	7,483 -1,194	-14%	-$207K	0.37%	49
2019 Q1	$1.36M	Buy	8,677 +340	+4%	+$53.1K	0.4%	48
2018 Q4	$1.1M	Buy	8,337 +1,917	+30%	+$253K	0.35%	55
2018 Q3	$968K	Buy	6,420 +709	+12%	+$107K	0.28%	67
2018 Q2	$760K	Buy	5,711 +520	+10%	+$69.2K	0.24%	76
2018 Q1	$616K	Sell	5,191 -175	-3%	-$20.8K	0.21%	82
2017 Q4	$642K	Buy	5,366 +41	+0.8%	+$4.91K	0.2%	79
2017 Q3	$570K	Buy	5,325 +1,004	+23%	+$107K	0.22%	80
2017 Q2	$411K	Buy	4,321 +518	+14%	+$49.3K	0.18%	99
2017 Q1	$340K	Buy	3,803 +549	+17%	+$49.1K	0.16%	117
2016 Q4	$267K	Buy	+3,254	New	+$267K	0.16%	111