VPP
Vertex Planning Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
904
-53
| -6% | -$18.8K | 0.07% | 146 |
|
|
2025
Q1 | $335K | Buy |
957
+160
| +20% | +$56.1K | 0.07% | 135 |
|
|
2024
Q4 | $252K | Buy |
+797
| New | +$252K | 0.06% | 161 |
|
|
2023
Q1 | – | Sell |
-1,192
| Closed | -$248K | – | 149 |
|
|
2022
Q4 | $248K | Buy |
+1,192
| New | +$248K | 0.1% | 130 |
|