FVWA
Foster Victor Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
9,274
+2
| +0% | +$177 | 0.06% | 122 |
|
|
2025
Q1 | $700K | Buy |
9,272
+1
| +0% | +$76 | 0.06% | 119 |
|
|
2024
Q4 | $839K | Sell |
9,271
-398
| -4% | -$36K | 0.06% | 115 |
|
|
2024
Q3 | $851K | Buy |
9,669
+2
| +0% | +$176 | 0.07% | 114 |
|
|
2024
Q2 | $862K | Sell |
9,667
-213
| -2% | -$19K | 0.07% | 115 |
|
|
2024
Q1 | $839K | Sell |
9,880
-789
| -7% | -$67K | 0.08% | 102 |
|
|
2023
Q4 | $796K | Sell |
10,669
-2,209
| -17% | -$165K | 0.08% | 105 |
|
|
2023
Q3 | $877K | Sell |
12,878
-499
| -4% | -$34K | 0.1% | 96 |
|
|
2023
Q2 | $952K | Sell |
13,377
-395
| -3% | -$28.1K | 0.11% | 97 |
|
|
2023
Q1 | $928K | Sell |
13,772
-858
| -6% | -$57.8K | 0.11% | 94 |
|
|
2022
Q4 | $970K | Buy |
14,630
+6
| +0% | +$398 | 0.12% | 89 |
|
|
2022
Q3 | $938K | Sell |
14,624
-830
| -5% | -$53.2K | 0.14% | 87 |
|
|
2022
Q2 | $951K | Sell |
15,454
-2,323
| -13% | -$143K | 0.14% | 85 |
|
|
2022
Q1 | $1.28M | Buy |
17,777
+3
| +0% | +$217 | 0.18% | 82 |
|
|
2021
Q4 | $1.39M | Hold |
17,774
| – | – | 0.19% | 85 |
|
|
2021
Q3 | $1.35M | Sell |
17,774
-94
| -0.5% | -$7.11K | 0.22% | 85 |
|
|
2021
Q2 | $1.39M | Buy |
17,868
+3
| +0% | +$233 | 0.23% | 84 |
|
|
2021
Q1 | $1.38M | Sell |
17,865
-1,330
| -7% | -$103K | 0.26% | 83 |
|
|
2020
Q4 | $1.33M | Sell |
19,195
-368
| -2% | -$25.5K | 0.3% | 75 |
|
|
2020
Q3 | $1.12M | Sell |
19,563
-948
| -5% | -$54.4K | 0.3% | 65 |
|
|
2020
Q2 | $1.1M | Buy |
20,511
+5
| +0% | +$269 | 0.37% | 61 |
|
|
2020
Q1 | $914K | Buy |
20,506
+11,261
| +122% | +$502K | 0.4% | 61 |
|
|
2019
Q4 | $528K | Buy |
9,245
+3
| +0% | +$171 | 0.23% | 68 |
|
|
2019
Q3 | $489K | Sell |
9,242
-61
| -0.7% | -$3.23K | 0.27% | 61 |
|
|
2019
Q2 | $507K | Sell |
9,303
-967
| -9% | -$52.7K | 0.37% | 55 |
|
|
2019
Q1 | $540K | Sell |
10,270
-1,813
| -15% | -$95.3K | 0.42% | 51 |
|
|
2018
Q4 | $554K | Buy |
+12,083
| New | +$554K | 0.52% | 35 |
|