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Visa shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 631 341.30
2024-06-30 $791k 3.0k 262.49
2024-03-31 $841k 3.0k 279.10
2023-12-31 $1.2M 4.7k 260.36
2023-09-30 $1.0M 4.5k 230.02

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

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