Vantage Financial Partners (Wisconsin)’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
1,987
+3
+0.2% +$1.07K 0.16% 90
2025
Q1
$695K Buy
1,984
+3
+0.2% +$1.05K 0.17% 80
2024
Q4
$626K Sell
1,981
-1
-0.1% -$316 0.16% 86
2024
Q3
$545K Sell
1,982
-183
-8% -$50.3K 0.14% 102
2024
Q2
$568K Buy
+2,165
New +$568K 0.15% 76