Sax Wealth Advisors’s Visa V Stock Holding History

Sax Wealth Advisors’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 Q3	$2.02M	Buy
2025 Q2	$2.04M	Buy
2025 Q1	$876K	Buy
2024 Q4	$716K	Buy
2024 Q3	$570K	Buy
2024 Q2	$318K	Buy
2024 Q1	$220K	Buy