Elwood & Goetz Wealth Advisory Group »

Visa shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Visa (V) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Elwood & Goetz Wealth Advisory Group 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 Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $695k 2.0k 341.38
2025-06-30 $545k 1.5k 355.05
2025-03-31 $479k 1.4k 350.46
2024-12-31 $366k 1.2k 316.04
2024-09-30 $314k 1.1k 274.95

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa