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Whipplewood Advisors’s Visa V Stock Holding History

Whipplewood Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$695K Sell
1,957
-35
-2% -$12.4K 0.38% 77
2025
Q1 		$696K Sell
1,992
-12
-0.6% -$4.19K 0.41% 64
2024
Q4 		$633K Buy
+2,004
New +$633K 0.36% 69