VFA
Valeo Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
60,613
-37,181
| -38% | -$13.2M | 0.52% | 31 |
|
|
2025
Q1 | $21.6M | Buy |
97,794
+36,728
| +60% | +$8.13M | 0.6% | 27 |
|
|
2024
Q4 | $19.3M | Sell |
61,066
-1,017
| -2% | -$321K | 0.54% | 30 |
|
|
2024
Q3 | $17.1M | Buy |
62,083
+666
| +1% | +$183K | 0.49% | 29 |
|
|
2024
Q2 | $16.1M | Buy |
61,417
+667
| +1% | +$175K | 0.5% | 28 |
|
|
2024
Q1 | $16.7M | Buy |
60,750
+1,034
| +2% | +$284K | 0.6% | 25 |
|
|
2023
Q4 | $15.5M | Buy |
59,716
+403
| +0.7% | +$105K | 0.63% | 23 |
|
|
2023
Q3 | $13.6M | Buy |
59,313
+2,222
| +4% | +$511K | 0.62% | 24 |
|
|
2023
Q2 | $13.6M | Sell |
57,091
-942
| -2% | -$224K | 0.62% | 23 |
|
|
2023
Q1 | $13.1M | Buy |
58,033
+3,398
| +6% | +$766K | 0.63% | 22 |
|
|
2022
Q4 | $11.4M | Buy |
54,635
+6,388
| +13% | +$1.33M | 0.62% | 23 |
|
|
2022
Q3 | $8.57M | Buy |
48,247
+786
| +2% | +$140K | 0.55% | 26 |
|
|
2022
Q2 | $9.34M | Sell |
47,461
-1,372
| -3% | -$270K | 0.59% | 26 |
|
|
2022
Q1 | $10.8M | Buy |
48,833
+3,179
| +7% | +$705K | 0.55% | 26 |
|
|
2021
Q4 | $9.89M | Sell |
45,654
-46
| -0.1% | -$9.97K | 0.54% | 30 |
|
|
2021
Q3 | $10.2M | Buy |
45,700
+1,660
| +4% | +$370K | 0.58% | 27 |
|
|
2021
Q2 | $10.3M | Sell |
44,040
-16,320
| -27% | -$3.82M | 0.62% | 25 |
|
|
2021
Q1 | $12.8M | Sell |
60,360
-82,507
| -58% | -$17.5M | 0.59% | 22 |
|
|
2020
Q4 | $12.9M | Buy |
142,867
+99,247
| +228% | +$8.97M | 0.66% | 21 |
|
|
2020
Q3 | $8.72M | Buy |
43,620
+1,196
| +3% | +$239K | 0.76% | 15 |
|
|
2020
Q2 | $8.2M | Buy |
42,424
+1,066
| +3% | +$206K | 0.75% | 17 |
|
|
2020
Q1 | $7.18M | Buy |
41,358
+93
| +0.2% | +$16.1K | 0.76% | 18 |
|
|
2019
Q4 | $7.75M | Buy |
41,265
+758
| +2% | +$142K | 0.75% | 18 |
|
|
2019
Q3 | $6.97M | Buy |
40,507
+1,974
| +5% | +$340K | 0.77% | 20 |
|
|
2019
Q2 | $6.69M | Buy |
38,533
+3,357
| +10% | +$583K | 0.77% | 22 |
|
|
2019
Q1 | $5.49M | Buy |
35,176
+652
| +2% | +$102K | 0.67% | 28 |
|
|
2018
Q4 | $4.56M | Sell |
34,524
-280
| -0.8% | -$36.9K | 0.64% | 31 |
|
|
2018
Q3 | $4.79M | Buy |
34,804
+822
| +2% | +$113K | 0.65% | 30 |
|
|
2018
Q2 | $4.76M | Buy |
33,982
+1,502
| +5% | +$211K | 0.67% | 30 |
|
|
2018
Q1 | $3.89M | Buy |
32,480
+1,170
| +4% | +$140K | 0.62% | 33 |
|
|
2017
Q4 | $3.57M | Buy |
31,310
+4,272
| +16% | +$487K | 0.59% | 38 |
|
|
2017
Q3 | $2.85M | Buy |
+27,038
| New | +$2.85M | 0.64% | 35 |
|