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Seneca House Advisors’s Visa V Stock Holding History

Seneca House 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 		$3.84M Buy
12,717
+6,607
+108% +$2.12M 1.53% 23
2025
Q4 		$2.14M Buy
+6,110
New +$2.08M 0.8% 32
2022
Q3 		– Sell
-1,403
Closed -$276K – 86
2022
Q2 		$276K Sell
1,403
-245
-15% -$50.6K 0.18% 76
2022
Q1 		$365K Sell
1,648
-1,436
-47% -$311K 0.19% 68
2021
Q4 		$668K Sell
3,084
-1,215
-28% -$261K 0.35% 57
2021
Q3 		$958K Sell
4,299
-629
-13% -$147K 0.58% 37
2021
Q2 		$1.15M Sell
4,928
-363
-7% -$83K 0.75% 26
2021
Q1 		$1.12M Sell
5,291
-137
-3% -$28.8K 0.79% 25
2020
Q4 		$1.19M Buy
5,428
+1,952
+56% +$399K 0.86% 24
2020
Q3 		$695K Buy
3,476
+1,482
+74% +$296K 0.55% 32
2020
Q2 		$385K Buy
+1,994
New +$364K 0.33% 45

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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