Wealthquest’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 | $689K | Buy |
2,281
+141
| +7% | +$45.3K | 0.05% | 73 |
|
|
2025
Q4 | $751K | Buy |
+2,140
| New | +$729K | 0.06% | 69 |
|
|
2025
Q3 | – | Sell |
-1,978
| Closed | -$702K | – | 121 |
|
|
2025
Q2 | $702K | Buy |
1,978
+85
| +4% | +$29.6K | 0.06% | 64 |
|
|
2025
Q1 | $663K | Buy |
1,893
+58
| +3% | +$19.6K | 0.06% | 65 |
|
|
2024
Q4 | $580K | Buy |
1,835
+77
| +4% | +$23.2K | 0.05% | 69 |
|
|
2024
Q3 | $488K | Sell |
1,758
-16
| -0.9% | -$4.33K | 0.04% | 71 |
|
|
2024
Q2 | $466K | Buy |
1,774
+13
| +0.7% | +$3.56K | 0.05% | 73 |
|
|
2024
Q1 | $491K | Buy |
1,761
+29
| +2% | +$8.01K | 0.05% | 74 |
|
|
2023
Q4 | $451K | Hold |
1,732
| – | – | 0.05% | 81 |
|
|
2023
Q3 | $398K | Buy |
1,732
+133
| +8% | +$32K | 0.05% | 83 |
|
|
2023
Q2 | $380K | Hold |
1,599
| – | – | 0.05% | 80 |
|
|
2023
Q1 | $361K | Sell |
1,599
-61
| -4% | -$13.6K | 0.05% | 82 |
|
|
2022
Q4 | $345K | Sell |
1,660
-39
| -2% | -$7.87K | 0.04% | 90 |
|
|
2022
Q3 | $301K | Sell |
1,699
-20
| -1% | -$4.07K | 0.04% | 92 |
|
|
2022
Q2 | $338K | Sell |
1,719
-101
| -6% | -$20.9K | 0.05% | 89 |
|
|
2022
Q1 | $394K | Hold |
1,820
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $394K | Buy |
1,820
+39
| +2% | +$8.37K | 0.06% | 90 |
|
|
2021
Q3 | $396K | Sell |
1,781
-72
| -4% | -$16.9K | 0.07% | 87 |
|
|
2021
Q2 | $433K | Buy |
1,853
+195
| +12% | +$44.6K | 0.07% | 87 |
|
|
2021
Q1 | $351K | Buy |
1,658
+51
| +3% | +$10.7K | 0.07% | 94 |
|
|
2020
Q4 | $351K | Buy |
1,607
+78
| +5% | +$16K | 0.08% | 93 |
|
|
2020
Q3 | $305K | Sell |
1,529
-1,124
| -42% | -$225K | 0.08% | 83 |
|
|
2020
Q2 | $512K | Buy |
+2,653
| New | +$485K | 0.13% | 64 |
|
|
2019
Q4 | $503K | Sell |
2,679
-34
| -1% | -$6.13K | 0.14% | 80 |
|
|
2019
Q3 | $466K | Sell |
2,713
-85
| -3% | -$15.1K | 0.16% | 81 |
|
|
2019
Q2 | $485K | Sell |
2,798
-218
| -7% | -$35.7K | 0.18% | 79 |
|
|
2019
Q1 | $471K | Buy |
3,016
+238
| +9% | +$34.3K | 0.18% | 77 |
|
|
2018
Q4 | $366K | Buy |
+2,778
| New | +$384K | 0.15% | 87 |
|
Other funds holding V
VCM
VPM
