Horst & Graben Wealth Management’s Visa V Stock Holding History

Horst & Graben Wealth Management’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	$278K	Sell	897 -176	-16%	-$56.6K	0.04%	162
2025 Q4	$376K	Sell	1,073 -10	-0.9%	-$3.41K	0.06%	125
2025 Q3	$370K	Sell	1,083 -6	-0.6%	-$2.08K	0.06%	126
2025 Q2	$387K	Buy	1,089 +63	+6%	+$22K	0.06%	117
2025 Q1	$360K	Buy	1,026 +91	+10%	+$30.8K	0.06%	115
2024 Q4	$296K	Sell	935 -84	-8%	-$25.3K	0.05%	120
2024 Q3	$280K	Hold	1,019	–	–	0.05%	119
2024 Q2	$267K	Buy	1,019 +1	+0.1%	+$274	0.05%	118
2024 Q1	$284K	Buy	1,018 +1	+0.1%	+$276	0.06%	116
2023 Q4	$265K	Hold	1,017	–	–	0.06%	111
2023 Q3	$234K	Buy	1,017 +1	+0.1%	+$240	0.06%	118
2023 Q2	$241K	Buy	1,016 +1	+0.1%	+$229	0.06%	114
2023 Q1	$229K	Buy	1,015 +1	+0.1%	+$223	0.06%	117
2022 Q4	$211K	Buy	+1,014	New	+$204K	0.06%	123

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