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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
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 Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DFA US Small Cap ETF Etf (DFAS)
DFA Intl Value ETF Etf (DFIV)
Vanguard Total Market Index ETF Etf (VTI)
Kimberly-Clark Corporation (KMB)

View all positions for Monograph Wealth Advisors

Top funds holding Visa

BlackRock
State Street Corporation
FMR
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Capital World Investors
Capital Research and Management Company - Division 3
Royal Bank of Canada
Goldman Sachs Group
Northern Trust
Massachusetts Financial Services
Wellington Management Company
Legal & General Group

View all funds holding Visa