Vaughan David Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $826K | Buy |
2,734
+995
| +57% | +$320K | 0.02% | 155 |
|
|
2025
Q4 | $610K | Sell |
1,739
-21
| -1% | -$7.16K | 0.01% | 164 |
|
|
2025
Q3 | $601K | Buy |
1,760
+27
| +2% | +$9.35K | 0.01% | 163 |
|
|
2025
Q2 | $615K | Buy |
1,733
+171
| +11% | +$59.6K | 0.01% | 155 |
|
|
2025
Q1 | $547K | Sell |
1,562
-52
| -3% | -$17.6K | 0.01% | 149 |
|
|
2024
Q4 | $510K | Sell |
1,614
-5
| -0.3% | -$1.5K | 0.01% | 154 |
|
|
2024
Q3 | $445K | Hold |
1,619
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $425K | Sell |
1,619
-990
| -38% | -$271K | 0.01% | 162 |
|
|
2024
Q1 | $728K | Buy |
2,609
+1,061
| +69% | +$293K | 0.02% | 142 |
|
|
2023
Q4 | $403K | Buy |
1,548
+46
| +3% | +$11.3K | 0.01% | 159 |
|
|
2023
Q3 | $345K | Sell |
1,502
-16
| -1% | -$3.85K | 0.01% | 163 |
|
|
2023
Q2 | $360K | Buy |
1,518
+91
| +6% | +$20.8K | 0.01% | 167 |
|
|
2023
Q1 | $322K | Buy |
1,427
+25
| +2% | +$5.57K | 0.01% | 166 |
|
|
2022
Q4 | $291K | Sell |
1,402
-275
| -16% | -$55.5K | 0.01% | 167 |
|
|
2022
Q3 | $298K | Buy |
1,677
+581
| +53% | +$118K | 0.01% | 165 |
|
|
2022
Q2 | $216K | Buy |
1,096
+9
| +0.8% | +$1.86K | 0.01% | 180 |
|
|
2022
Q1 | $241K | Buy |
1,087
+53
| +5% | +$11.5K | 0.01% | 187 |
|
|
2021
Q4 | $224K | Buy |
1,034
+13
| +1% | +$2.79K | 0.01% | 190 |
|
|
2021
Q3 | $227K | Buy |
1,021
+75
| +8% | +$17.6K | 0.01% | 182 |
|
|
2021
Q2 | $221K | Hold |
946
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $200K | Sell |
946
-21
| -2% | -$4.42K | 0.01% | 193 |
|
|
2020
Q4 | $212K | Sell |
967
-41
| -4% | -$8.39K | 0.01% | 182 |
|
|
2020
Q3 | $202K | Buy |
+1,008
| New | +$201K | 0.01% | 176 |
|
Other funds holding V
VCM
VPM
