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Ergawealth Advisors’s Visa V Stock Holding History

Ergawealth Advisors’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
-657
Closed -$208K – 65
2024
Q4 		$208K Sell
657
-141
-18% -$42.4K 0.1% 62
2024
Q3 		$219K Buy
798
+35
+5% +$9.46K 0.11% 58
2024
Q2 		$200K Hold
763
– – 0.11% 62
2024
Q1 		$213K Buy
+763
New +$211K 0.12% 59

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

Ergawealth Advisors's V Position: Q1 2025 in Review

Ergawealth Advisors sold out of Visa (V) in Q1 2025, closing a stake of 657 shares — an estimated $208K sold.

Ergawealth Advisors first reported a position in V in Q1 2024 and held it in 4 quarters. The position peaked at $219K in Q3 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Ergawealth Advisors reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 657 Visa shares in Q1 2025, an estimated $208K.
  • Ergawealth Advisors first reported a position in Visa in Q1 2024 and held it in 4 quarters.
  • Ergawealth Advisors's Visa position peaked at $219K in Q3 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Ergawealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.