FVWA
Foster Victor Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
8,405
-5,575
| -40% | -$319K | 0.03% | 144 |
|
|
2025
Q1 | $691K | Sell |
13,980
-2,484
| -15% | -$123K | 0.06% | 120 |
|
|
2024
Q4 | $800K | Buy |
16,464
+732
| +5% | +$35.6K | 0.06% | 116 |
|
|
2024
Q3 | $815K | Sell |
15,732
-1,464
| -9% | -$75.9K | 0.07% | 115 |
|
|
2024
Q2 | $884K | Buy |
17,196
+1,783
| +12% | +$91.7K | 0.07% | 114 |
|
|
2024
Q1 | $761K | Sell |
15,413
-1,797
| -10% | -$88.8K | 0.07% | 105 |
|
|
2023
Q4 | $820K | Buy |
17,210
+581
| +3% | +$27.7K | 0.08% | 103 |
|
|
2023
Q3 | $721K | Buy |
16,629
+371
| +2% | +$16.1K | 0.08% | 99 |
|
|
2023
Q2 | $744K | Sell |
16,258
-447
| -3% | -$20.5K | 0.08% | 103 |
|
|
2023
Q1 | $761K | Sell |
16,705
-673
| -4% | -$30.6K | 0.09% | 100 |
|
|
2022
Q4 | $756K | Sell |
17,378
-1,419
| -8% | -$61.8K | 0.1% | 95 |
|
|
2022
Q3 | $706K | Sell |
18,797
-344
| -2% | -$12.9K | 0.1% | 92 |
|
|
2022
Q2 | $766K | Buy |
19,141
+2,128
| +13% | +$85.2K | 0.11% | 89 |
|
|
2022
Q1 | $807K | Buy |
17,013
+257
| +2% | +$12.2K | 0.11% | 91 |
|
|
2021
Q4 | $867K | Buy |
16,756
+4,964
| +42% | +$257K | 0.12% | 96 |
|
|
2021
Q3 | $595K | Sell |
11,792
-1,039
| -8% | -$52.4K | 0.1% | 100 |
|
|
2021
Q2 | $661K | Buy |
12,831
+793
| +7% | +$40.9K | 0.11% | 96 |
|
|
2021
Q1 | $609K | Buy |
12,038
+609
| +5% | +$30.8K | 0.11% | 97 |
|
|
2020
Q4 | $540K | Buy |
11,429
+119
| +1% | +$5.62K | 0.12% | 97 |
|
|
2020
Q3 | $463K | Sell |
11,310
-715
| -6% | -$29.3K | 0.13% | 97 |
|
|
2020
Q2 | $466K | Buy |
12,025
+97
| +0.8% | +$3.76K | 0.15% | 78 |
|
|
2020
Q1 | $403K | Buy |
11,928
+412
| +4% | +$13.9K | 0.18% | 74 |
|
|
2019
Q4 | $507K | Buy |
11,516
+329
| +3% | +$14.5K | 0.22% | 69 |
|
|
2019
Q3 | $452K | Buy |
11,187
+149
| +1% | +$6.02K | 0.25% | 64 |
|
|
2019
Q2 | $460K | Buy |
11,038
+285
| +3% | +$11.9K | 0.34% | 59 |
|
|
2019
Q1 | $439K | Buy |
10,753
+1,277
| +13% | +$52.1K | 0.34% | 56 |
|
|
2018
Q4 | $352K | Buy |
+9,476
| New | +$352K | 0.33% | 56 |
|