WIA
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Wealthedge Investment Advisors’s Visa V Stock Holding History

Wealthedge Investment Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$876K Sell
2,467
-70
-3% -$24.9K 0.37% 75
2025
Q1 		$889K Sell
2,537
-207
-8% -$72.6K 0.4% 63
2024
Q4 		$867K Buy
+2,744
New +$867K 0.39% 71