Ownership history in VANTAGE WEALTH · 52 quarters on record
This page tracks every 13F SEC filing in which VANTAGE WEALTH reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 60,760 | -262 | -0.4% | 4.61% | $21.3M | $349.99 |
| 2025 Q3 | REDUCED | 61,022 | -283 | -0.5% | 4.53% | $20.8M | $340.00 |
| 2025 Q2 | REDUCED | 61,305 | -5,361 | -8.0% | 4.93% | $21.8M | $353.00 |
| 2025 Q1 | REDUCED | 66,666 | -7,592 | -10.2% | 5.28% | $23.4M | $347.86 |
As of 2025 Q4 — sorted by position size