Monumental Financial Group’s Visa V Stock Holding History

Monumental Financial Group’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
2024 Q3	$1.18M	Sell	4,303 -549	-11%	-$148K	0.44%	21
2024 Q2	$1.27M	Sell	4,852 -484	-9%	-$133K	0.56%	21
2024 Q1	$1.49M	Sell	5,336 -167	-3%	-$46.1K	0.79%	19
2023 Q4	$1.43M	Sell	5,503 -112	-2%	-$27.6K	0.85%	19
2023 Q3	$1.29M	Buy	5,615 +198	+4%	+$47.6K	0.86%	21
2023 Q2	$1.29M	Sell	5,417 -195	-3%	-$44.6K	0.87%	21
2023 Q1	$1.26M	Buy	5,612 +284	+5%	+$63.2K	0.91%	21
2022 Q4	$1.11M	Buy	+5,328	New	+$1.07M	0.89%	25
2022 Q2	–	Sell	-160	Closed	-$35K	–	63
2022 Q1	$35K	Buy	+160	New	+$34.6K	0.03%	35
2021 Q3	–	Sell	-41	Closed	-$10K	–	88
2021 Q2	$10K	Sell	41 -2,982	-99%	-$682K	0.01%	81
2021 Q1	$640K	Buy	+3,023	New	+$636K	0.61%	31

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return