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Visa shares owned by Wheelhouse Advisory Group

Quarter-by-quarter ownership of Visa (V) shares owned by Wheelhouse Advisory Group from 13F filings

Historical chart of Wheelhouse Advisory Group investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Wheelhouse Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $242k 766 316.17
2024-09-30 $201k 730 275.12
2024-03-31 $203k 728 279.35

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard Large Cap Etf Etf (VV)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Information Technolo Etf Iv Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)
Dimensional Nationl Munpl Bnd Etf Etf (DFNM)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

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