Meredith Wealth Planning’s Visa V Stock Holding History

Meredith 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
2023 Q2	–	Sell	-2,157	Closed	-$486K	–	64
2023 Q1	$486K	Buy	2,157 +168	+8%	+$37.4K	0.39%	25
2022 Q4	$413K	Buy	+1,989	New	+$401K	0.36%	26

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meredith Wealth Planning's V Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Visa (V) in Q2 2023, closing a stake of 2,157 shares — an estimated $486K sold.

Meredith Wealth Planning first reported a position in V in Q4 2022 and held it in 2 quarters. The position peaked at $486K in Q1 2023. 3,486 funds tracked by Wall St. Rank hold V as of Q2 2023.

Meredith Wealth Planning reported no remaining Visa position as of Q2 2023 after selling out during the quarter.
Meredith Wealth Planning sold 2,157 Visa shares in Q2 2023, an estimated $486K.
Meredith Wealth Planning first reported a position in Visa in Q4 2022 and held it in 2 quarters.
Meredith Wealth Planning's Visa position peaked at $486K in Q1 2023.
3,486 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.