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Legacies Wealth LLC → V

Legacies Wealth LLC V Position History

Visa Inc. • Services

Quarters held
4
Latest value
$762K
Q3 2026
Peak value
$762K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$676K
Q1 2026$566K
Q2 2026$642K
Q3 2026$762K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$762K2.1K——
Q2 2026$642K1.9K——
Q1 2026$566K1.9K——
Q4 2025$676K1.9K——

Other funds holding V

Other Legacies Wealth LLC positions

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VANGUARD VALUE ETF

$42.6M
VGES

VANGUARD MORNINGSTAR GROWTH ETF

$41.6M
VGES

VANGUARD VALUE ETF

$39.9M
VGES

VANGUARD GROWTH ETF

$39.8M
VGES

VANGUARD GROWTH ETF

$39.4M
VGES

VANGUARD GROWTH ETF

$31.7M
Legacies Wealth LLC V Holdings: 13F Position History | Track13F