Scissortail Wealth Management’s Visa V Stock Holding History

Scissortail Wealth Management’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	$730K	Hold	2,416	–	–	0.15%	76
2025 Q4	$847K	Hold	2,416	–	–	0.19%	67
2025 Q3	$825K	Sell	2,416 -3	-0.1%	-$1.04K	0.18%	72
2025 Q2	$859K	Buy	2,419 +5	+0.2%	+$1.74K	0.21%	68
2025 Q1	$846K	Sell	2,414 -490	-17%	-$166K	0.22%	68
2024 Q4	$918K	Buy	2,904 +2,886	+16,033%	+$868K	0.23%	72
2024 Q3	$759K	Sell	18 -2,703	-99%	-$731K	0.18%	73
2024 Q2	$714K	Buy	2,721 +298	+12%	+$81.7K	0.18%	74
2024 Q1	$676K	Sell	2,423 -2,292	-49%	-$633K	0.18%	75
2023 Q4	$1.29M	Buy	4,715 +2,833	+151%	+$698K	0.41%	58
2023 Q3	$439K	Sell	1,882 -42	-2%	-$10.1K	0.35%	38
2023 Q2	$465K	Buy	1,924 +51	+3%	+$11.7K	0.38%	35
2023 Q1	$422K	Sell	1,873 -2,690	-59%	-$599K	0.38%	39
2022 Q4	$1.04M	Buy	4,563 +2,691	+144%	+$543K	0.6%	36
2022 Q3	$376K	Buy	1,872 +112	+6%	+$22.8K	0.2%	66
2022 Q2	$381K	Sell	1,760 -112	-6%	-$23.1K	0.15%	65
2022 Q1	$403K	Buy	1,872 +112	+6%	+$24.2K	0.2%	65
2021 Q4	$381K	Buy	+1,760	New	+$378K	0.15%	65

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