TA
V icon

TrueWealth Advisors’s Visa V Stock Holding History

TrueWealth 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
Q2 		$205K Buy
+597
New +$192K 0.05% 234
2026
Q1 		– Sell
-583
Closed -$204K – 249
2025
Q4 		$204K Sell
583
-88
-13% -$30K 0.05% 237
2025
Q3 		$229K Sell
671
-57
-8% -$19.7K 0.06% 209
2025
Q2 		$259K Sell
728
-22
-3% -$7.67K 0.08% 192
2025
Q1 		$263K Sell
750
-49
-6% -$16.6K 0.09% 180
2024
Q4 		$253K Sell
799
-3
-0.4% -$902 0.08% 189
2024
Q3 		$220K Sell
802
-368
-31% -$99.5K 0.07% 210
2024
Q2 		$307K Sell
1,170
-1,365
-54% -$374K 0.11% 153
2024
Q1 		$708K Buy
2,535
+299
+13% +$82.6K 0.27% 69
2023
Q4 		$582K Buy
2,236
+484
+28% +$119K 0.23% 78
2023
Q3 		$403K Buy
+1,752
New +$421K 0.17% 98

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return