Good Steward Wealth Advisors’s Visa V Stock Holding History

Good Steward 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	-618	Closed	-$217K	–	130
2025 Q1	$217K	Buy	+618	New	+$209K	0.2%	116

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

Good Steward Wealth Advisors's V Position: Q2 2025 in Review

Good Steward Wealth Advisors sold out of Visa (V) in Q2 2025, closing a stake of 618 shares — an estimated $217K sold.

Good Steward Wealth Advisors first reported a position in V in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

Good Steward Wealth Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Good Steward Wealth Advisors sold 618 Visa shares in Q2 2025, an estimated $217K.
Good Steward Wealth Advisors first reported a position in Visa in Q1 2025 and held it in 1 quarter.
Good Steward Wealth Advisors's Visa position peaked at $217K in Q1 2025.
4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.