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Sagace Wealth Management’s Visa V Stock Holding History

Sagace Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$463K Sell
1,305
-167
-11% -$59.3K 0.35% 45
2025
Q1 		$516K Sell
1,472
-265
-15% -$92.9K 0.39% 44
2024
Q4 		$549K Buy
1,737
+165
+10% +$52.1K 0.41% 47
2024
Q3 		$441K Buy
+1,572
New +$441K 0.34% 46