Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$331K Sell
939
-21
-2% -$6.74K 0.1% 115
2026
Q1
$291K Buy
960
+3
+0.3% +$965 0.1% 121
2025
Q4
$338K Sell
957
-12
-1% -$4.09K 0.12% 117
2025
Q3
$337K Sell
969
-893
-48% -$309K 0.13% 118
2025
Q2
$662K Buy
1,862
+6
+0.3% +$2.09K 0.26% 56
2025
Q1
$580K Buy
1,856
+4
+0.2% +$1.35K 0.27% 56
2024
Q4
$592K Buy
1,852
+10
+0.5% +$3.01K 0.26% 60
2024
Q3
$510K Buy
1,842
+51
+3% +$13.8K 0.24% 72
2024
Q2
$475K Hold
1,791
0.24% 73
2024
Q1
$492K Hold
1,791
0.27% 71
2023
Q4
$465K Sell
1,791
-7
-0.4% -$1.73K 0.31% 69
2023
Q3
$416K Buy
1,798
+9
+0.5% +$2.16K 0.32% 67
2023
Q2
$422K Hold
1,789
0.3% 66
2023
Q1
$408K Buy
1,789
+8
+0.4% +$1.78K 0.3% 68
2022
Q4
$396K Buy
1,781
+30
+2% +$6.05K 0.3% 66
2022
Q3
$311K Buy
1,751
+222
+15% +$45.2K 0.27% 77
2022
Q2
$314K Sell
1,529
-108
-7% -$22.3K 0.24% 85
2022
Q1
$316K Buy
1,637
+61
+4% +$13.2K 0.24% 87
2021
Q4
$325K Buy
+1,576
New +$338K 0.25% 86

Other funds holding V