SEC 13F Intelligence

V Wealth Advisors LLC / V

V Wealth Advisors LLC’s Visa Inc Position

Does V Wealth Advisors LLC own Visa Inc (V)? Yes11.7K shares worth $3M (+2.16% of its 13F portfolio) as of Q3 2023, down from 37.1K shares the prior filed quarter.

Position Value
$3M
Q3 2023
Shares
11.7K
% of Portfolio
+2.16%
Quarters Held
20
currently held

Position History V

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $5MQ2 ’20: $6MQ2 ’20Q3 ’20: $2MQ4 ’20: $7MQ1 ’21: $7MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $7MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $6MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202311.7K$3M+2.16%
Q2 202337.1K$9M+1.47%
Q1 202337.2K$8M+1.57%
Q4 202236.2K$8M+1.56%
Q3 202233.0K$6M+1.17%
Q2 202234.4K$7M+1.28%
Q1 202234.1K$8M+1.21%
Q4 202133.9K$7M+1.08%
Q3 202134.7K$8M+1.20%
Q2 202135.7K$8M+1.33%
Q1 202134.9K$7M+1.36%
Q4 202032.8K$7M+1.49%
Q3 202012.1K$2M+1.68%
Q2 202032.4K$6M+1.63%
Q1 202032.9K$5M+1.66%
Q4 201920.1K$3M+1.23%
Q3 201920.1K$3M+1.23%
Q2 201920.1K$4M+1.33%
Q1 201920.3K$3M+1.32%
Q4 201819.1K$3M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of V.