FVWA
Foster Victor Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
63,600
+68
| +0.1% | +$4.03K | 0.26% | 100 |
|
|
2025
Q1 | $3.73M | Buy |
63,532
+250
| +0.4% | +$14.7K | 0.3% | 93 |
|
|
2024
Q4 | $3.67M | Buy |
63,282
+2,467
| +4% | +$143K | 0.28% | 96 |
|
|
2024
Q3 | $3.61M | Sell |
60,815
-390
| -0.6% | -$23.1K | 0.29% | 96 |
|
|
2024
Q2 | $3.6M | Buy |
61,205
+1,274
| +2% | +$75K | 0.3% | 94 |
|
|
2024
Q1 | $3.44M | Buy |
59,931
+1,486
| +3% | +$85.2K | 0.31% | 82 |
|
|
2023
Q4 | $3.45M | Sell |
58,445
-318
| -0.5% | -$18.8K | 0.35% | 81 |
|
|
2023
Q3 | $3.33M | Buy |
58,763
+863
| +1% | +$48.8K | 0.39% | 76 |
|
|
2023
Q2 | $3.37M | Buy |
57,900
+1,169
| +2% | +$68K | 0.37% | 81 |
|
|
2023
Q1 | $3.42M | Buy |
56,731
+292
| +0.5% | +$17.6K | 0.42% | 78 |
|
|
2022
Q4 | $3.36M | Sell |
56,439
-60,969
| -52% | -$3.62M | 0.43% | 76 |
|
|
2022
Q3 | $6.83M | Sell |
117,408
-5,572
| -5% | -$324K | 1% | 50 |
|
|
2022
Q2 | $7.54M | Sell |
122,980
-10,899
| -8% | -$668K | 1.12% | 38 |
|
|
2022
Q1 | $8.3M | Buy |
133,879
+17,459
| +15% | +$1.08M | 1.14% | 32 |
|
|
2021
Q4 | $7.65M | Sell |
116,420
-16,556
| -12% | -$1.09M | 1.04% | 35 |
|
|
2021
Q3 | $8.98M | Buy |
132,976
+3,008
| +2% | +$203K | 1.44% | 21 |
|
|
2021
Q2 | $8.81M | Sell |
129,968
-66
| -0.1% | -$4.48K | 1.47% | 21 |
|
|
2021
Q1 | $8.78M | Buy |
130,034
+8,749
| +7% | +$591K | 1.63% | 18 |
|
|
2020
Q4 | $8.42M | Buy |
121,285
+183
| +0.2% | +$12.7K | 1.92% | 14 |
|
|
2020
Q3 | $8.54M | Sell |
121,102
-19,706
| -14% | -$1.39M | 2.31% | 7 |
|
|
2020
Q2 | $9.94M | Buy |
140,808
+104,765
| +291% | +$7.39M | 3.3% | 3 |
|
|
2020
Q1 | $2.55M | Buy |
+36,043
| New | +$2.55M | 1.12% | 38 |
|