Legacy Wealth Planning’s Visa V Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$363K	Buy	2,042 +25	+1%	+$5.09K	0.6%	39
2022 Q2	$397K	Buy	2,017 +385	+24%	+$79.6K	0.57%	40
2022 Q1	$362K	Sell	1,632 -707	-30%	-$153K	0.43%	49
2021 Q4	$507K	Buy	2,339 +238	+11%	+$51.1K	0.58%	39
2021 Q3	$468K	Buy	2,101 +300	+17%	+$70.3K	0.52%	46
2021 Q2	$421K	Hold	1,801	–	–	0.48%	49
2021 Q1	$381K	Buy	1,801 +73	+4%	+$15.4K	0.49%	50
2020 Q4	$378K	Buy	1,728 +25	+1%	+$5.12K	0.48%	44
2020 Q3	$341K	Buy	1,703 +473	+38%	+$94.5K	0.39%	48
2020 Q2	$238K	Buy	+1,230	New	+$225K	0.28%	60

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Planning's V Position: Q3 2022 in Review

Legacy Wealth Planning increased its Visa (V) stake by 1.2% in Q3 2022, buying an estimated $5.09K and bringing the position to 2,042 shares worth $363K. The position accounts for 0.6% of the portfolio, ranked #39.

Legacy Wealth Planning first reported a position in V in Q2 2020 and has held it in 10 quarters since. The position peaked at $507K in Q4 2021. 3,177 funds tracked by Wall St. Rank hold V as of Q3 2022.

Legacy Wealth Planning held 2,042 shares of Visa worth $363K as of Q3 2022.
Legacy Wealth Planning bought 25 Visa shares in Q3 2022, an estimated $5.09K.
Visa made up 0.6% of Legacy Wealth Planning's portfolio in Q3 2022, its #39 holding.
Legacy Wealth Planning first reported a position in Visa in Q2 2020 and has held it in 10 quarters since.
Legacy Wealth Planning's Visa position peaked at $507K in Q4 2021.
3,177 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.