Wellington Wealth Strategies’s Visa V Stock Holding History

Wellington Wealth Strategies’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.11M	Sell
2024 Q3	$1.33M	Buy
2024 Q2	–	Sell
2024 Q1	$921K	Sell
2023 Q4	$949K	Buy
2020 Q4	$949K	Buy