VW
XYZ

Vance Wealth’s Block, Inc. XYZ Stock Holding History

Vance Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$251K Buy
+3,692
New +$251K 0.08% 99
2025
Q1 		– Sell
-3,029
Closed -$257K – 110
2024
Q4 		$257K Buy
+3,029
New +$257K 0.1% 85