VAG
VisionPoint Advisory Group’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
18,161
+4,152
| +30% | +$716K | 0.68% | 30 |
|
|
2025
Q1 | $3.09M | Sell |
14,009
-7,745
| -36% | -$1.71M | 1.06% | 22 |
|
|
2024
Q4 | $4.48M | Sell |
21,754
-585
| -3% | -$120K | 1.53% | 12 |
|
|
2024
Q3 | $4.01M | Sell |
22,339
-5,031
| -18% | -$904K | 1.35% | 13 |
|
|
2024
Q2 | $4.08M | Buy |
27,370
+2,296
| +9% | +$342K | 1.45% | 13 |
|
|
2024
Q1 | $4.01M | Buy |
25,074
+1,871
| +8% | +$299K | 1.44% | 13 |
|
|
2023
Q4 | $3.08M | Buy |
23,203
+5,122
| +28% | +$680K | 1.14% | 19 |
|
|
2023
Q3 | $2.04M | Buy |
18,081
+2,591
| +17% | +$293K | 0.88% | 28 |
|
|
2023
Q2 | $1.95M | Buy |
15,490
+6,603
| +74% | +$833K | 0.8% | 38 |
|
|
2023
Q1 | $1.05M | Buy |
8,887
+5,344
| +151% | +$629K | 0.46% | 55 |
|
|
2022
Q4 | $413K | Buy |
+3,543
| New | +$413K | 0.17% | 86 |
|