FVWA
Foster Victor Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$311K | 1.05% | 44 |
|
|
2022
Q2 | $7.72M | Buy |
100,464
+505
| +0.5% | +$38.8K | 1.15% | 35 |
|
|
2022
Q1 | $7.74M | Buy |
99,959
+15,352
| +18% | +$1.19M | 1.06% | 39 |
|
|
2021
Q4 | $6.8M | Buy |
84,607
+9,439
| +13% | +$759K | 0.93% | 43 |
|
|
2021
Q3 | $6.16M | Buy |
75,168
+3,998
| +6% | +$328K | 0.99% | 36 |
|
|
2021
Q2 | $5.85M | Buy |
71,170
+2,875
| +4% | +$236K | 0.98% | 35 |
|
|
2021
Q1 | $5.62M | Buy |
68,295
+4,445
| +7% | +$366K | 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 | +$1.93M | 0.64% | 43 |
|