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True Link Financial Advisors’s Visa V Stock Holding History

True Link 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 		$342K Buy
1,132
+322
+40% +$104K 0.02% 61
2025
Q4 		$284K Buy
+810
New +$276K 0.02% 89
2025
Q1 		– Sell
-659
Closed -$208K – 110
2024
Q4 		$208K Buy
+659
New +$198K 0.02% 71
2023
Q4 		– Sell
-1,095
Closed -$252K – 105
2023
Q3 		$252K Buy
1,095
+205
+23% +$49.3K 0.03% 97
2023
Q2 		$211K Buy
+890
New +$204K 0.03% 113
2022
Q1 		– Sell
-737
Closed -$160K – 271
2021
Q4 		$160K Sell
737
-66
-8% -$14.2K 0.02% 284
2021
Q3 		$179K Hold
803
– – 0.02% 247
2021
Q2 		$188K Buy
803
+116
+17% +$26.5K 0.03% 210
2021
Q1 		$145K Hold
687
– – 0.02% 311
2020
Q4 		$150K Buy
+687
New +$141K 0.02% 320

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