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LifeGoal Wealth Advisors »

Visa shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by LifeGoal Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$214k	628	341.35
2025-06-30	$258k	727	354.91

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Ishares Tr Core Div Grwth (DGRO)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Rbb Fund Trust First Eagle Gbl (FEGE)

J P Morgan Exchange Traded F Income Etf (JPIE)

Pimco Etf Tr Multisector Bd (PYLD)

Ishares Emng Mkts Eqt (EMGF)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Msci Gbl Gold Mn (RING)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Fidelity Wise Origin Bitcoin SHS (FBTC)

Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

Top funds holding Visa

State Street Corporation

Geode Capital Management

TCI Fund Management

Capital World Investors

Capital Research and Management Company - Division 3

Alliancebernstein

Goldman Sachs Group

Jpmorgan Chase & Co

Charles Schwab Investment Management

View all funds holding Visa

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