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Visa shares owned by Soundmark Wealth Management

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

Historical chart of Soundmark Wealth Management investment in Visa

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

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Quarterly reported holdings in Visa by Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 911 279.08
2023-12-31 $237k 911 260.35
2023-09-30 $210k 911 230.01

More positions owned by Soundmark Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Soundmark Wealth Management

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
Barclays
Charles Schwab Investment Management

View all funds holding Visa