Yeomans Consulting Group’s Visa V Stock Holding History

Yeomans Consulting Group’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
2025 Q4	$217K	Sell	620 -43	-6%	-$14.7K	0.06%	108
2025 Q3	$231K	Sell	663 -324	-33%	-$112K	0.08%	92
2025 Q2	$351K	Sell	987 -40	-4%	-$13.9K	0.15%	64
2025 Q1	$360K	Buy	1,027 +29	+3%	+$9.81K	0.14%	45
2024 Q4	$315K	Buy	998 +15	+2%	+$4.51K	0.12%	84
2024 Q3	$270K	Sell	983 -26	-3%	-$7.03K	0.1%	77
2024 Q2	$265K	Sell	1,009 -21	-2%	-$5.76K	0.1%	76
2024 Q1	$287K	Buy	1,030 +43	+4%	+$11.9K	0.13%	63
2023 Q4	$257K	Buy	+987	New	+$243K	0.13%	58

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return