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Visa shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Visa (V) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $138k 610 225.46
2022-12-31 $127k 610 207.76
2022-09-30 $108k 610 177.05
2022-06-30 $120k 610 196.72
2022-03-31 $135k 610 221.31
2021-12-31 $132k 610 216.39
2021-09-30 $69k 310 222.58
2021-06-30 $72k 310 232.26
2021-03-31 $66k 310 212.90
2020-12-31 $68k 310 219.35

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Visa

Vanguard Group
BlackRock
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
TCI Fund Management
Northern Trust
Ameriprise Financial

View all funds holding Visa