FVWA
Foster Victor Wealth Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
153,868
-1,979
| -1% | -$66.1K | 0.35% | 92 |
|
|
2025
Q1 | $5.08M | Buy |
155,847
+1,513
| +1% | +$49.4K | 0.41% | 91 |
|
|
2024
Q4 | $5.06M | Buy |
154,334
+6,642
| +4% | +$218K | 0.39% | 91 |
|
|
2024
Q3 | $4.92M | Buy |
147,692
+2,034
| +1% | +$67.7K | 0.39% | 90 |
|
|
2024
Q2 | $4.79M | Buy |
145,658
+2,567
| +2% | +$84.5K | 0.4% | 89 |
|
|
2024
Q1 | $4.61M | Buy |
143,091
+30,899
| +28% | +$995K | 0.42% | 76 |
|
|
2023
Q4 | $3.66M | Sell |
112,192
-214
| -0.2% | -$6.99K | 0.37% | 78 |
|
|
2023
Q3 | $3.5M | Buy |
112,406
+1,733
| +2% | +$53.9K | 0.41% | 75 |
|
|
2023
Q2 | $3.53M | Sell |
110,673
-10,539
| -9% | -$336K | 0.39% | 80 |
|
|
2023
Q1 | $3.95M | Sell |
121,212
-1,864
| -2% | -$60.8K | 0.48% | 76 |
|
|
2022
Q4 | $3.97M | Buy |
+123,076
| New | +$3.97M | 0.51% | 73 |
|
|
2020
Q3 | – | Sell |
-69,568
| Closed | -$2.54M | – | 143 |
|
|
2020
Q2 | $2.54M | Buy |
+69,568
| New | +$2.54M | 0.84% | 40 |
|
|
2019
Q4 | – | Sell |
-47,333
| Closed | -$1.67M | – | 112 |
|
|
2019
Q3 | $1.67M | Buy |
47,333
+40,762
| +620% | +$1.44M | 0.93% | 33 |
|
|
2019
Q2 | $228K | Buy |
+6,571
| New | +$228K | 0.17% | 85 |
|