PFA
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Petra Financial Advisors’s Visa V Stock Holding History

Petra Financial 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
2026
Q1 		– Sell
-983
Closed -$345K – 147
2025
Q4 		$345K Sell
983
-60
-6% -$20.4K 0.2% 112
2025
Q3 		$356K Sell
1,043
-19
-2% -$6.58K 0.21% 110
2025
Q2 		$377K Sell
1,062
-29
-3% -$10.1K 0.24% 103
2025
Q1 		$382K Hold
1,091
– – 0.31% 72
2024
Q4 		$345K Buy
1,091
+16
+1% +$4.81K 0.23% 103
2024
Q3 		$296K Buy
+1,075
New +$291K 0.2% 114
2024
Q2 		– Sell
-1,092
Closed -$294K – 133
2024
Q1 		$294K Buy
+1,092
New +$301K 0.22% 100
2023
Q4 		– Sell
-1,177
Closed -$271K – 127
2023
Q3 		$271K Buy
+1,177
New +$283K 0.23% 100
2023
Q2 		– Sell
-1,356
Closed -$306K – 126
2023
Q1 		$306K Buy
+1,356
New +$302K 0.3% 60

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return