FVWA
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Foster Victor Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Foster Victor Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,347
Closed -$447K – 172
2022
Q3 		$447K Sell
4,347
-367
-8% -$38.3K 0.07% 100
2022
Q2 		$494K Sell
4,714
-818
-15% -$85.1K 0.07% 97
2022
Q1 		$576K Hold
5,532
– – 0.08% 96
2021
Q4 		$591K Sell
5,532
-37
-0.7% -$3.97K 0.08% 101
2021
Q3 		$599K Buy
5,569
+989
+22% +$107K 0.1% 99
2021
Q2 		$494K Buy
4,580
+722
+19% +$77.8K 0.08% 102
2021
Q1 		$416K Sell
3,858
-198
-5% -$21.4K 0.08% 104
2020
Q4 		$438K Buy
4,056
+673
+20% +$72.6K 0.1% 101
2020
Q3 		$366K Buy
+3,383
New +$366K 0.1% 104

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