EWA
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ERTS Wealth Advisors’s Visa V Stock Holding History

ERTS Wealth 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
Q2 		– Sell
-1,315
Closed -$461K – 79
2025
Q1 		$461K Sell
1,315
-28
-2% -$9.47K 0.09% 50
2024
Q4 		$424K Sell
1,343
-50
-4% -$15K 0.08% 52
2024
Q3 		$383K Buy
1,393
+25
+2% +$6.76K 0.07% 61
2024
Q2 		$359K Hold
1,368
– – 0.07% 64
2024
Q1 		$382K Sell
1,368
-29
-2% -$8.01K 0.08% 61
2023
Q4 		$364K Sell
1,397
-18
-1% -$4.44K 0.08% 57
2023
Q3 		$325K Sell
1,415
-63
-4% -$15.1K 0.08% 62
2023
Q2 		$351K Buy
1,478
+43
+3% +$9.84K 0.08% 60
2023
Q1 		$324K Sell
1,435
-124
-8% -$27.6K 0.08% 69
2022
Q4 		$324K Sell
1,559
-117
-7% -$23.6K 0.08% 73
2022
Q3 		$298K Sell
1,676
-6
-0.4% -$1.22K 0.08% 67
2022
Q2 		$331K Buy
1,682
+30
+2% +$6.2K 0.09% 64
2022
Q1 		$366K Sell
1,652
-562
-25% -$122K 0.1% 57
2021
Q4 		$479K Sell
2,214
-1
-0% -$215 0.11% 52
2021
Q3 		$493K Sell
2,215
-230
-9% -$53.9K 0.13% 49
2021
Q2 		$572K Sell
2,445
-57
-2% -$13K 0.15% 48
2021
Q1 		$530K Buy
2,502
+6
+0.2% +$1.26K 0.16% 48
2020
Q4 		$546K Sell
2,496
-116
-4% -$23.7K 0.18% 45
2020
Q3 		$522K Buy
2,612
+2
+0.1% +$399 0.2% 42
2020
Q2 		$504K Sell
2,610
-264
-9% -$48.2K 0.2% 40
2020
Q1 		$463K Sell
2,874
-641
-18% -$121K 0.22% 50
2019
Q4 		$660K Sell
3,515
-409
-10% -$73.7K 0.3% 35
2019
Q3 		$675K Sell
3,924
-225
-5% -$40.1K 0.34% 33
2019
Q2 		$720K Hold
4,149
– – 0.4% 34
2019
Q1 		$648K Buy
4,149
+400
+11% +$57.6K 0.39% 36
2018
Q4 		$495K Buy
+3,749
New +$518K 0.35% 40

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ERTS Wealth Advisors's V Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Visa (V) in Q2 2025, closing a stake of 1,315 shares — an estimated $461K sold.

ERTS Wealth Advisors first reported a position in V in Q4 2018 and held it in 26 quarters. The position peaked at $720K in Q2 2019. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,315 Visa shares in Q2 2025, an estimated $461K.
  • ERTS Wealth Advisors first reported a position in Visa in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Visa position peaked at $720K in Q2 2019.
  • 4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.