Safeguard Financial’s Visa V Stock Holding History

Safeguard Financial’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 Q1	$551K	Sell
2024 Q4	$525K	Buy
2024 Q3	$397K	Buy
2024 Q2	$273K	Buy
2023 Q3	–	Sell
2023 Q2	$90K	Buy