FVWA
Foster Victor Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
106,054
-9,175
| -8% | -$270K | 0.21% | 102 |
|
|
2025
Q1 | $2.81M | Sell |
115,229
-128,768
| -53% | -$3.14M | 0.23% | 98 |
|
|
2024
Q4 | $6.9M | Buy |
243,997
+174,560
| +251% | +$4.94M | 0.53% | 80 |
|
|
2024
Q3 | $7.31M | Sell |
69,437
-365
| -0.5% | -$38.4K | 0.59% | 75 |
|
|
2024
Q2 | $7.3M | Sell |
69,802
-6,267
| -8% | -$655K | 0.61% | 65 |
|
|
2024
Q1 | $7.09M | Sell |
76,069
-7,674
| -9% | -$716K | 0.65% | 65 |
|
|
2023
Q4 | $6.9M | Sell |
83,743
-10,451
| -11% | -$861K | 0.71% | 59 |
|
|
2023
Q3 | $7.01M | Sell |
94,194
-7,083
| -7% | -$527K | 0.82% | 56 |
|
|
2023
Q2 | $7.59M | Sell |
101,277
-7,783
| -7% | -$584K | 0.84% | 52 |
|
|
2023
Q1 | $7.1M | Buy |
109,060
+63,720
| +141% | +$4.15M | 0.86% | 48 |
|
|
2022
Q4 | $2.51M | Buy |
45,340
+1,087
| +2% | +$60.2K | 0.32% | 81 |
|
|
2022
Q3 | $2.59M | Sell |
44,253
-117
| -0.3% | -$6.85K | 0.38% | 73 |
|
|
2022
Q2 | $2.66M | Buy |
44,370
+941
| +2% | +$56.5K | 0.4% | 74 |
|
|
2022
Q1 | $3.18M | Sell |
43,429
-6,963
| -14% | -$510K | 0.44% | 73 |
|
|
2021
Q4 | $7.94M | Buy |
50,392
+188
| +0.4% | +$29.6K | 1.08% | 34 |
|
|
2021
Q3 | $7.44M | Buy |
50,204
+28,003
| +126% | +$4.15M | 1.19% | 32 |
|
|
2021
Q2 | $3.24M | Sell |
22,201
-162
| -0.7% | -$23.6K | 0.54% | 61 |
|
|
2021
Q1 | $3.12M | Sell |
22,363
-23,941
| -52% | -$3.34M | 0.58% | 53 |
|
|
2020
Q4 | $5.95M | Sell |
46,304
-402
| -0.9% | -$51.6K | 1.36% | 26 |
|
|
2020
Q3 | $5.38M | Sell |
46,706
-5,123
| -10% | -$590K | 1.46% | 22 |
|
|
2020
Q2 | $5.26M | Buy |
51,829
+32,356
| +166% | +$3.29M | 1.75% | 14 |
|
|
2020
Q1 | $1.66M | Sell |
19,473
-26,755
| -58% | -$2.28M | 0.73% | 44 |
|
|
2019
Q4 | $4.38M | Buy |
46,228
+7,509
| +19% | +$711K | 1.9% | 6 |
|
|
2019
Q3 | $3.24M | Buy |
38,719
+15,934
| +70% | +$1.33M | 1.8% | 8 |
|
|
2019
Q2 | $1.92M | Sell |
22,785
-2,383
| -9% | -$201K | 1.41% | 9 |
|
|
2019
Q1 | $2M | Sell |
25,168
-11,137
| -31% | -$885K | 1.56% | 9 |
|
|
2018
Q4 | $2.5M | Buy |
+36,305
| New | +$2.5M | 2.36% | 6 |
|