Invenio Wealth Partners’s Visa V Stock Holding History

Invenio Wealth Partners’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
2025 Q2	$829K	Sell
2025 Q1	$883K	Sell
2024 Q4	$826K	Buy
2024 Q3	$701K	Buy
2024 Q2	$649K	Sell
2024 Q1	$838K	Sell
2023 Q4	$808K	Buy
2023 Q3	$713K	Sell
2023 Q2	$884K	Buy