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Better Money Decisions’s Visa V Stock Holding History

Better Money Decisions’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-656
Closed -$207K – 70
2024
Q4 		$207K Buy
+656
New +$197K 0.14% 67
2022
Q3 		– Sell
-735
Closed -$145K – 416
2022
Q2 		$145K Buy
+735
New +$152K 0.12% 74
2021
Q4 		– Sell
-741
Closed -$165K – 544
2021
Q3 		$165K Sell
741
-67
-8% -$15.7K 0.14% 78
2021
Q2 		$189K Buy
808
+1
+0.1% +$229 0.17% 69
2021
Q1 		$171K Buy
+807
New +$170K 0.18% 63

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Better Money Decisions's V Position: Q1 2025 in Review

Better Money Decisions sold out of Visa (V) in Q1 2025, closing a stake of 656 shares — an estimated $207K sold.

Better Money Decisions first reported a position in V in Q1 2021 and held it in 5 quarters. The position peaked at $207K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Better Money Decisions reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Better Money Decisions sold 656 Visa shares in Q1 2025, an estimated $207K.
  • Better Money Decisions first reported a position in Visa in Q1 2021 and held it in 5 quarters.
  • Better Money Decisions's Visa position peaked at $207K in Q4 2024.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Better Money Decisions's 13F filing for Q1 2025, filed 10 Apr 2025.