Donor Advised Charitable Giving’s Visa V Stock Holding History

Donor Advised Charitable Giving’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 Q2	–	Sell	-625	Closed	-$219K	–	43
2025 Q1	$219K	Buy	+625	New	+$211K	0.01%	38
2022 Q2	–	Sell	-910	Closed	-$202K	–	51
2022 Q1	$202K	Buy	+910	New	+$197K	0.02%	53
2021 Q4	–	Sell	-910	Closed	-$203K	–	60
2021 Q3	$203K	Sell	910 -1,675	-65%	-$393K	0.04%	51
2021 Q2	$604K	Hold	2,585	–	–	0.07%	80
2021 Q1	$547K	Hold	2,585	–	–	0.06%	81
2020 Q4	$565K	Hold	2,585	–	–	0.08%	78
2020 Q3	$517K	Hold	2,585	–	–	0.15%	25
2020 Q2	$499K	Sell	2,585 -495	-16%	-$90.4K	0.19%	15
2020 Q1	$496K	Hold	3,080	–	–	0.25%	14
2019 Q4	$579K	Buy	3,080 +180	+6%	+$32.4K	0.31%	16
2019 Q3	$499K	Hold	2,900	–	–	0.39%	20
2019 Q2	$503K	Buy	+2,900	New	+$475K	0.41%	21

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Donor Advised Charitable Giving's V Position: Q2 2025 in Review

Donor Advised Charitable Giving sold out of Visa (V) in Q2 2025, closing a stake of 625 shares — an estimated $219K sold.

Donor Advised Charitable Giving first reported a position in V in Q2 2019 and held it in 12 quarters. The position peaked at $604K in Q2 2021. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

Donor Advised Charitable Giving reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Donor Advised Charitable Giving sold 625 Visa shares in Q2 2025, an estimated $219K.
Donor Advised Charitable Giving first reported a position in Visa in Q2 2019 and held it in 12 quarters.
Donor Advised Charitable Giving's Visa position peaked at $604K in Q2 2021.
4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2025, filed 22 Jul 2025.