SWA
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ShankerValleau Wealth Advisors’s Visa V Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$205K Hold
576
– – 0.06% 39
2025
Q1 		$202K Buy
+576
New +$202K 0.07% 39