Vance Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
1,306
-9
| -0.7% | -$3.2K | 0.16% | 71 |
|
|
2025
Q1 | $461K | Buy |
1,315
+199
| +18% | +$69.7K | 0.17% | 66 |
|
|
2024
Q4 | $353K | Buy |
1,116
+66
| +6% | +$20.9K | 0.14% | 72 |
|
|
2024
Q3 | $289K | Sell |
1,050
-72
| -6% | -$19.8K | 0.11% | 81 |
|
|
2024
Q2 | $294K | Buy |
1,122
+51
| +5% | +$13.4K | 0.12% | 79 |
|
|
2024
Q1 | $299K | Buy |
1,071
+76
| +8% | +$21.2K | 0.12% | 75 |
|
|
2023
Q4 | $259K | Hold |
995
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $229K | Hold |
995
| – | – | 0.11% | 74 |
|
|
2023
Q2 | $236K | Buy |
995
+98
| +11% | +$23.3K | 0.11% | 71 |
|
|
2023
Q1 | $202K | Buy |
+897
| New | +$202K | 0.11% | 69 |
|