FVWA
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Foster Victor Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Foster Victor Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-96,300
Closed -$7.2M – 162
2022
Q3 		$7.2M Sell
96,300
-4,164
-4% -$318K 1.05% 44
2022
Q2 		$7.72M Buy
100,464
+505
+0.5% +$38.9K 1.15% 35
2022
Q1 		$7.74M Buy
99,959
+15,352
+18% +$1.22M 1.06% 39
2021
Q4 		$6.8M Buy
84,607
+9,439
+13% +$768K 0.93% 43
2021
Q3 		$6.16M Buy
75,168
+3,998
+6% +$329K 0.99% 36
2021
Q2 		$5.85M Buy
71,170
+2,875
+4% +$237K 0.98% 35
2021
Q1 		$5.62M Buy
68,295
+4,445
+7% +$367K 1.04% 34
2020
Q4 		$5.29M Buy
63,850
+4,023
+7% +$333K 1.21% 33
2020
Q3 		$4.97M Buy
59,827
+36,572
+157% +$3.04M 1.35% 27
2020
Q2 		$1.93M Buy
+23,255
New +$1.92M 0.64% 43

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return