VPWA
V icon

Vestia Personal Wealth Advisors’s Visa V Stock Holding History

Vestia Personal 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
2026
Q1 		– Sell
-690
Closed -$224K – 103
2025
Q4 		$224K Buy
690
+12
+2% +$4.09K 0.11% 92
2025
Q3 		$231K Sell
678
-14
-2% -$4.84K 0.13% 90
2025
Q2 		$246K Buy
692
+27
+4% +$9.41K 0.17% 86
2025
Q1 		$233K Buy
+665
New +$225K 0.18% 80

Other funds holding V

BlackRock
BlackRock New York $5.72T 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

Vestia Personal Wealth Advisors's V Position: Q1 2026 in Review

Vestia Personal Wealth Advisors sold out of Visa (V) in Q1 2026, closing a stake of 690 shares — an estimated $224K sold.

Vestia Personal Wealth Advisors first reported a position in V in Q1 2025 and held it in 4 quarters. The position peaked at $246K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Vestia Personal Wealth Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 690 Visa shares in Q1 2026, an estimated $224K.
  • Vestia Personal Wealth Advisors first reported a position in Visa in Q1 2025 and held it in 4 quarters.
  • Vestia Personal Wealth Advisors's Visa position peaked at $246K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.