TWM
V icon

Tanager Wealth Management’s Visa V Stock Holding History

Tanager 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 		$532K Buy
1,760
+200
+13% +$64.3K 0.05% 80
2025
Q4 		$547K Sell
1,560
-83
-5% -$28.3K 0.05% 72
2025
Q3 		$561K Buy
1,643
+701
+74% +$243K 0.06% 73
2025
Q2 		$334K Sell
942
-184
-16% -$64.1K 0.04% 95
2025
Q1 		$395K Buy
1,126
+390
+53% +$132K 0.05% 79
2024
Q4 		$233K Sell
736
-53
-7% -$15.9K 0.03% 109
2024
Q3 		$217K Buy
+789
New +$213K 0.03% 100
2024
Q1 		– Sell
-779
Closed -$203K – 91
2023
Q4 		$203K Buy
+779
New +$192K 0.04% 79
2023
Q1 		– Sell
-1,350
Closed -$280K – 88
2022
Q4 		$280K Buy
+1,350
New +$272K 0.08% 60

Other funds holding V

BlackRock
BlackRock New York $5.7T 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