Wealth Architects’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 | $909K | Sell |
3,009
-3
| -0.1% | -$965 | 0.08% | 110 |
|
|
2025
Q4 | $1.06M | Buy |
3,012
+77
| +3% | +$26.2K | 0.1% | 94 |
|
|
2025
Q3 | $1M | Sell |
2,935
-20
| -0.7% | -$6.92K | 0.09% | 98 |
|
|
2025
Q2 | $1.05M | Sell |
2,955
-28
| -0.9% | -$9.76K | 0.11% | 88 |
|
|
2025
Q1 | $1.05M | Buy |
2,983
+193
| +7% | +$65.3K | 0.12% | 87 |
|
|
2024
Q4 | $882K | Sell |
2,790
-98
| -3% | -$29.5K | 0.1% | 89 |
|
|
2024
Q3 | $794K | Sell |
2,888
-64
| -2% | -$17.3K | 0.09% | 92 |
|
|
2024
Q2 | $775K | Sell |
2,952
-240
| -8% | -$65.8K | 0.09% | 93 |
|
|
2024
Q1 | $891K | Sell |
3,192
-186
| -6% | -$51.4K | 0.12% | 81 |
|
|
2023
Q4 | $880K | Sell |
3,378
-44
| -1% | -$10.8K | 0.12% | 78 |
|
|
2023
Q3 | $787K | Buy |
3,422
+77
| +2% | +$18.5K | 0.13% | 76 |
|
|
2023
Q2 | $794K | Buy |
3,345
+91
| +3% | +$20.8K | 0.13% | 75 |
|
|
2023
Q1 | $734K | Buy |
3,254
+104
| +3% | +$23.1K | 0.13% | 75 |
|
|
2022
Q4 | $655K | Sell |
3,150
-126
| -4% | -$25.4K | 0.12% | 79 |
|
|
2022
Q3 | $582K | Buy |
3,276
+49
| +2% | +$9.97K | 0.12% | 78 |
|
|
2022
Q2 | $635K | Sell |
3,227
-155
| -5% | -$32K | 0.12% | 81 |
|
|
2022
Q1 | $750K | Buy |
3,382
+1,306
| +63% | +$282K | 0.13% | 71 |
|
|
2021
Q4 | $450K | Sell |
2,076
-169
| -8% | -$36.3K | 0.08% | 119 |
|
|
2021
Q3 | $500K | Sell |
2,245
-21
| -0.9% | -$4.92K | 0.1% | 101 |
|
|
2021
Q2 | $530K | Buy |
2,266
+202
| +10% | +$46.2K | 0.1% | 93 |
|
|
2021
Q1 | $437K | Buy |
2,064
+69
| +3% | +$14.5K | 0.09% | 91 |
|
|
2020
Q4 | $436K | Buy |
1,995
+54
| +3% | +$11.1K | 0.1% | 88 |
|
|
2020
Q3 | $388K | Sell |
1,941
-23
| -1% | -$4.59K | 0.11% | 91 |
|
|
2020
Q2 | $379K | Buy |
1,964
+328
| +20% | +$59.9K | 0.11% | 88 |
|
|
2020
Q1 | $264K | Sell |
1,636
-174
| -10% | -$32.8K | 0.09% | 101 |
|
|
2019
Q4 | $340K | Buy |
1,810
+166
| +10% | +$29.9K | 0.1% | 88 |
|
|
2019
Q3 | $283K | Sell |
1,644
-23
| -1% | -$4.1K | 0.09% | 99 |
|
|
2019
Q2 | $289K | Buy |
1,667
+79
| +5% | +$12.9K | 0.09% | 96 |
|
|
2019
Q1 | $248K | Buy |
1,588
+19
| +1% | +$2.74K | 0.08% | 109 |
|
|
2018
Q4 | $207K | Buy |
+1,569
| New | +$217K | 0.07% | 115 |
|
|
2015
Q4 | – | Sell |
-3,806
| Closed | -$265K | – | 129 |
|
|
2015
Q3 | $265K | Buy |
+3,806
| New | +$272K | 0.14% | 92 |
|
Other funds holding V
VCM
VPM
