Vaughan David Investments’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
1,733
+171
| +11% | +$60.7K | 0.01% | 155 |
|
|
2025
Q1 | $547K | Sell |
1,562
-52
| -3% | -$18.2K | 0.01% | 149 |
|
|
2024
Q4 | $510K | Sell |
1,614
-5
| -0.3% | -$1.58K | 0.01% | 154 |
|
|
2024
Q3 | $445K | Hold |
1,619
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $425K | Sell |
1,619
-990
| -38% | -$260K | 0.01% | 162 |
|
|
2024
Q1 | $728K | Buy |
2,609
+1,061
| +69% | +$296K | 0.02% | 142 |
|
|
2023
Q4 | $403K | Buy |
1,548
+46
| +3% | +$12K | 0.01% | 159 |
|
|
2023
Q3 | $345K | Sell |
1,502
-16
| -1% | -$3.68K | 0.01% | 163 |
|
|
2023
Q2 | $360K | Buy |
1,518
+91
| +6% | +$21.6K | 0.01% | 167 |
|
|
2023
Q1 | $322K | Buy |
1,427
+25
| +2% | +$5.64K | 0.01% | 166 |
|
|
2022
Q4 | $291K | Sell |
1,402
-275
| -16% | -$57.1K | 0.01% | 167 |
|
|
2022
Q3 | $298K | Buy |
1,677
+581
| +53% | +$103K | 0.01% | 165 |
|
|
2022
Q2 | $216K | Buy |
1,096
+9
| +0.8% | +$1.77K | 0.01% | 180 |
|
|
2022
Q1 | $241K | Buy |
1,087
+53
| +5% | +$11.8K | 0.01% | 187 |
|
|
2021
Q4 | $224K | Buy |
1,034
+13
| +1% | +$2.82K | 0.01% | 190 |
|
|
2021
Q3 | $227K | Buy |
1,021
+75
| +8% | +$16.7K | 0.01% | 182 |
|
|
2021
Q2 | $221K | Hold |
946
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $200K | Sell |
946
-21
| -2% | -$4.44K | 0.01% | 193 |
|
|
2020
Q4 | $212K | Sell |
967
-41
| -4% | -$8.99K | 0.01% | 182 |
|
|
2020
Q3 | $202K | Buy |
+1,008
| New | +$202K | 0.01% | 176 |
|