Position in V
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,602,573
+$384,244 QoQ
Shares Held
4,671
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,535
of 4,501 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $3,773,258 across 4 Credit Services names. V ranks #1 (42.5% of the industry book) .
All Filings in V
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,573 | 4,671 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,218,329 | 4,031 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $747,012 | 2,130 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $694,708 | 2,035 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $545,001 | 1,535 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $478,728 | 1,366 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $365,658 | 1,157 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $313,992 | 1,142 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||