Venture Visionary Partners LLC CAPITAL GROUP CORE BALANCED Transaction History

Venture Visionary Partners LLC

  • $2.29 Billion
  • Q1 2025
Number of Shares
55,986
Previous 45,027 24.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
10,959 Added 24.34%
55,986 $0
Q4 2024

Feb 12, 2025
BUY
N/A
5,787 Added 14.75%
45,027 $0
Q3 2024

Oct 21, 2024
SELL
N/A
-246 Reduced 0.62%
39,240 $0
Q2 2024

Aug 13, 2024
BUY
N/A
2,324 Added 6.25%
39,486 $0
Q1 2024

May 13, 2024
BUY
N/A
13,672 Added 58.2%
37,162 $0
Q4 2023

Feb 15, 2024
BUY
N/A
1,824 Added 8.42%
23,490 $0
Q4 2023

Jan 24, 2024
BUY
N/A
21,666 New
21,666 $0
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