VWM
V icon

Vivid Wealth Management’s Visa V Stock Holding History

Vivid Wealth Management’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
2025
Q1 		– Sell
-1,969
Closed -$622K – 74
2024
Q4 		$622K Sell
1,969
-78
-4% -$23.5K 0.32% 50
2024
Q3 		$563K Sell
2,047
-923
-31% -$250K 0.29% 51
2024
Q2 		$779K Sell
2,970
-11,752
-80% -$3.22M 0.44% 50
2024
Q1 		$4.11M Sell
14,722
-145
-1% -$40K 2.57% 12
2023
Q4 		$3.87M Buy
+14,867
New +$3.66M 2.63% 12

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vivid Wealth Management's V Position: Q1 2025 in Review

Vivid Wealth Management sold out of Visa (V) in Q1 2025, closing a stake of 1,969 shares — an estimated $622K sold.

Vivid Wealth Management first reported a position in V in Q4 2023 and held it in 5 quarters. The position peaked at $4.11M in Q1 2024. 4,288 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Vivid Wealth Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Vivid Wealth Management sold 1,969 Visa shares in Q1 2025, an estimated $622K.
  • Vivid Wealth Management first reported a position in Visa in Q4 2023 and held it in 5 quarters.
  • Vivid Wealth Management's Visa position peaked at $4.11M in Q1 2024.
  • 4,288 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Vivid Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.