Wealthcare Capital Management’s Visa V Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-590	Closed	-$207K	–	93
2025 Q1	$207K	Buy	+590	New	+$200K	0.02%	87
2021 Q2	–	Sell	-374	Closed	-$79K	–	639
2021 Q1	$79K	Buy	+374	New	+$78.7K	0.01%	111
2020 Q2	–	Sell	-52	Closed	-$8K	–	235
2020 Q1	$8K	Sell	52 -77	-60%	-$14.5K	﹤0.01%	157
2019 Q4	$24K	Buy	+129	New	+$23.2K	﹤0.01%	146
2018 Q3	–	Sell	-12	Closed	-$2K	–	208
2018 Q2	$2K	Hold	12	–	–	﹤0.01%	178
2018 Q1	$1K	Sell	12 -35	-74%	-$4.24K	﹤0.01%	191
2017 Q4	$5K	Buy	47 +35	+292%	+$3.87K	﹤0.01%	155
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	178
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	172
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	180
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	178
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	191
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	192
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	200
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	211
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	234
2015 Q2	$1K	Sell	12 -844	-99%	-$57.2K	﹤0.01%	366
2015 Q1	$56K	Buy	856 +844	+7,033%	+$55.8K	0.01%	232
2014 Q4	$1K	Buy	+12	New	+$722	﹤0.01%	193
2014 Q1	–	Sell	-60	Closed	-$3K	–	169
2013 Q4	$3K	Hold	60	–	–	﹤0.01%	104
2013 Q3	$3K	Hold	60	–	–	﹤0.01%	102
2013 Q2	$3K	Buy	+60	New	+$2.63K	﹤0.01%	105

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Capital Management's V Position: Q2 2025 in Review

Wealthcare Capital Management sold out of Visa (V) in Q2 2025, closing a stake of 590 shares — an estimated $207K sold.

Wealthcare Capital Management first reported a position in V in Q2 2013 and held it in 22 quarters. The position peaked at $207K in Q1 2025. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

Wealthcare Capital Management reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Wealthcare Capital Management sold 590 Visa shares in Q2 2025, an estimated $207K.
Wealthcare Capital Management first reported a position in Visa in Q2 2013 and held it in 22 quarters.
Wealthcare Capital Management's Visa position peaked at $207K in Q1 2025.
4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Wealthcare Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.