Foster Victor Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$858K	Sell	8,358 -281	-3%	-$27.5K	0.05%	134
2025 Q4	$853K	Sell	8,639 -370	-4%	-$34K	0.05%	131
2025 Q3	$829K	Sell	9,009 -265	-3%	-$23.8K	0.05%	127
2025 Q2	$821K	Buy	9,274 +2	+0%	+$163	0.06%	122
2025 Q1	$700K	Buy	9,272 +1	+0%	+$86	0.06%	119
2024 Q4	$839K	Sell	9,271 -398	-4%	-$35.8K	0.06%	115
2024 Q3	$851K	Buy	9,669 +2	+0%	+$171	0.07%	114
2024 Q2	$862K	Sell	9,667 -213	-2%	-$18K	0.07%	115
2024 Q1	$839K	Sell	9,880 -789	-7%	-$62.9K	0.08%	102
2023 Q4	$796K	Sell	10,669 -2,209	-17%	-$155K	0.08%	105
2023 Q3	$877K	Sell	12,878 -499	-4%	-$35.9K	0.1%	96
2023 Q2	$952K	Sell	13,377 -395	-3%	-$27K	0.11%	97
2023 Q1	$928K	Sell	13,772 -858	-6%	-$58.6K	0.11%	94
2022 Q4	$970K	Buy	14,630 +6	+0%	+$395	0.12%	89
2022 Q3	$938K	Sell	14,624 -830	-5%	-$54.8K	0.14%	87
2022 Q2	$951K	Sell	15,454 -2,323	-13%	-$156K	0.14%	85
2022 Q1	$1.28M	Buy	17,777 +3	+0%	+$222	0.18%	82
2021 Q4	$1.39M	Hold	17,774	–	–	0.19%	85
2021 Q3	$1.34M	Sell	17,774 -94	-0.5%	-$7.31K	0.22%	85
2021 Q2	$1.39M	Buy	17,868 +3	+0%	+$231	0.23%	84
2021 Q1	$1.38M	Sell	17,865 -1,330	-7%	-$98.2K	0.26%	83
2020 Q4	$1.33M	Sell	19,195 -368	-2%	-$23.6K	0.3%	75
2020 Q3	$1.12M	Sell	19,563 -948	-5%	-$54.1K	0.3%	65
2020 Q2	$1.1M	Buy	20,511 +5	+0%	+$249	0.37%	61
2020 Q1	$914K	Buy	20,506 +11,261	+122%	+$594K	0.4%	61
2019 Q4	$528K	Buy	9,245 +3	+0%	+$165	0.23%	68
2019 Q3	$489K	Sell	9,242 -61	-0.7%	-$3.29K	0.27%	61
2019 Q2	$507K	Sell	9,303 -967	-9%	-$51.5K	0.37%	55
2019 Q1	$540K	Sell	10,270 -1,813	-15%	-$91.8K	0.42%	51
2018 Q4	$554K	Buy	+12,083	New	+$608K	0.52%	35