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Von Berge Wealth Management Group’s Visa V Stock Holding History

Von Berge Wealth Management Group’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
2024
Q1 		– Sell
-9,163
Closed -$2.42M – 74
2023
Q4 		$2.42M Buy
+9,163
New +$2.26M 1.86% 17

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Von Berge Wealth Management Group's V Position: Q1 2024 in Review

Von Berge Wealth Management Group sold out of Visa (V) in Q1 2024, closing a stake of 9,163 shares — an estimated $2.42M sold.

Von Berge Wealth Management Group first reported a position in V in Q4 2023 and held it in 1 quarter. The position peaked at $2.42M in Q4 2023. 3,849 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • Von Berge Wealth Management Group reported no remaining Visa position as of Q1 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 9,163 Visa shares in Q1 2024, an estimated $2.42M.
  • Von Berge Wealth Management Group first reported a position in Visa in Q4 2023 and held it in 1 quarter.
  • Von Berge Wealth Management Group's Visa position peaked at $2.42M in Q4 2023.
  • 3,849 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q1 2024, filed 12 Apr 2024.