KW
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Keyvantage Wealth’s Visa V Stock Holding History

Keyvantage Wealth’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 		$381K Sell
1,072
-229
-18% -$81.3K 0.17% 67
2025
Q1 		$456K Buy
+1,301
New +$456K 0.22% 61