VW
V icon

Vance Wealth’s Visa V Stock Holding History

Vance Wealth’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 		$663K Buy
2,195
+940
+75% +$302K 0.19% 63
2025
Q4 		$440K Sell
1,255
-126
-9% -$42.9K 0.13% 75
2025
Q3 		$471K Buy
1,381
+75
+6% +$26K 0.15% 71
2025
Q2 		$464K Sell
1,306
-9
-0.7% -$3.14K 0.16% 71
2025
Q1 		$461K Buy
1,315
+199
+18% +$67.3K 0.17% 66
2024
Q4 		$353K Buy
1,116
+66
+6% +$19.8K 0.14% 72
2024
Q3 		$289K Sell
1,050
-72
-6% -$19.5K 0.11% 81
2024
Q2 		$294K Buy
1,122
+51
+5% +$14K 0.12% 79
2024
Q1 		$299K Buy
1,071
+76
+8% +$21K 0.12% 75
2023
Q4 		$259K Hold
995
– – 0.11% 70
2023
Q3 		$229K Hold
995
– – 0.11% 74
2023
Q2 		$236K Buy
995
+98
+11% +$22.4K 0.11% 71
2023
Q1 		$202K Buy
+897
New +$200K 0.11% 69

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