SC&H Financial Advisors’s Visa V Stock Holding History

SC&H Financial 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
2026 Q1	$2.01M	Buy	6,637 +486	+8%	+$156K	0.3%	45
2025 Q4	$2.16M	Hold	6,151	–	–	0.33%	38
2025 Q3	$2.1M	Sell	6,151 -134	-2%	-$46.4K	0.34%	38
2025 Q2	$2.23M	Buy	6,285 +44	+0.7%	+$15.3K	0.38%	35
2025 Q1	$2.19M	Hold	6,241	–	–	0.43%	33
2024 Q4	$1.97M	Hold	6,241	–	–	0.41%	35
2024 Q3	$1.72M	Sell	6,241 -156	-2%	-$42.2K	0.37%	37
2024 Q2	$1.68M	Sell	6,397 -74	-1%	-$20.3K	0.41%	36
2024 Q1	$1.81M	Sell	6,471 -192	-3%	-$53K	0.47%	34
2023 Q4	$1.73M	Sell	6,663 -31	-0.5%	-$7.64K	0.5%	34
2023 Q3	$1.54M	Hold	6,694	–	–	0.51%	33
2023 Q2	$1.59M	Buy	6,694 +421	+7%	+$96.4K	0.53%	32
2023 Q1	$1.41M	Buy	6,273 +606	+11%	+$135K	0.52%	35
2022 Q4	$1.18M	Sell	5,667 -445	-7%	-$89.7K	0.49%	43
2022 Q3	$1.09M	Sell	6,112 -768	-11%	-$156K	0.54%	42
2022 Q2	$1.35M	Buy	6,880 +559	+9%	+$116K	0.63%	34
2022 Q1	$1.4M	Sell	6,321 -67	-1%	-$14.5K	0.67%	32
2021 Q4	$1.38M	Buy	+6,388	New	+$1.37M	0.76%	28

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Fidelity Investments

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

Geode Capital Management

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

T. Rowe Price Associates

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors

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