Wealthstream Advisors »

Visa shares owned by Wealthstream Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Wealthstream Advisors from 13F filings

Historical chart of Wealthstream Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 954 279.01
2023-12-31 $230k 885 260.28
2023-09-30 $217k 945 229.95

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Wealthstream Advisors

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Barclays

View all funds holding Visa