Inspire Advisors’s Visa V Stock Holding History

Inspire Advisors’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	$655K	Buy	2,168 +686	+46%	+$221K	0.05%	288
2025 Q4	$520K	Buy	1,482 +142	+11%	+$48.4K	0.05%	324
2025 Q3	$457K	Sell	1,340 -154	-10%	-$53.3K	0.04%	322
2025 Q2	$531K	Buy	1,494 +430	+40%	+$150K	0.06%	279
2025 Q1	$373K	Sell	1,064 -32	-3%	-$10.8K	0.04%	308
2024 Q4	$346K	Buy	1,096 +239	+28%	+$71.9K	0.04%	284
2024 Q3	$236K	Buy	857 +26	+3%	+$7.03K	0.03%	329
2024 Q2	$218K	Buy	+831	New	+$228K	0.03%	310
2024 Q1	–	Sell	-797	Closed	-$208K	–	421
2023 Q4	$208K	Sell	797 -615	-44%	-$152K	0.03%	293
2023 Q3	$325K	Buy	1,412 +239	+20%	+$57.4K	0.06%	189
2023 Q2	$279K	Buy	+1,173	New	+$268K	0.05%	180
2022 Q1	–	Sell	-1,876	Closed	-$407K	–	132
2021 Q4	$407K	Buy	1,876 +342	+22%	+$73.4K	0.12%	35
2021 Q3	$342K	Buy	1,534 +115	+8%	+$27K	0.11%	36
2021 Q2	$332K	Buy	+1,419	New	+$324K	0.11%	45
2021 Q1	–	Sell	-83	Closed	-$18K	–	687
2020 Q4	$18K	Buy	+83	New	+$17K	0.01%	446

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