FVWA
Foster Victor Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
13,880
-141
| -1% | -$39.9K | 0.27% | 94 |
|
|
2025
Q1 | $3.42M | Sell |
14,021
-785
| -5% | -$191K | 0.27% | 96 |
|
|
2024
Q4 | $4.05M | Sell |
14,806
-670
| -4% | -$183K | 0.31% | 93 |
|
|
2024
Q3 | $4.09M | Sell |
15,476
-2,025
| -12% | -$535K | 0.33% | 91 |
|
|
2024
Q2 | $4.44M | Sell |
17,501
-737
| -4% | -$187K | 0.37% | 91 |
|
|
2024
Q1 | $4.44M | Sell |
18,238
-735
| -4% | -$179K | 0.41% | 77 |
|
|
2023
Q4 | $4.38M | Sell |
18,973
-189
| -1% | -$43.7K | 0.45% | 71 |
|
|
2023
Q3 | $3.96M | Sell |
19,162
-2,643
| -12% | -$546K | 0.46% | 71 |
|
|
2023
Q2 | $4.79M | Sell |
21,805
-53
| -0.2% | -$11.7K | 0.53% | 66 |
|
|
2023
Q1 | $4.55M | Sell |
21,858
-84,013
| -79% | -$17.5M | 0.55% | 65 |
|
|
2022
Q4 | $22M | Sell |
105,871
-358
| -0.3% | -$74.4K | 2.8% | 3 |
|
|
2022
Q3 | $21M | Sell |
106,229
-460
| -0.4% | -$90.9K | 3.06% | 2 |
|
|
2022
Q2 | $21.3M | Buy |
106,689
+332
| +0.3% | +$66.3K | 3.17% | 2 |
|
|
2022
Q1 | $25M | Buy |
106,357
+6,773
| +7% | +$1.59M | 3.42% | 2 |
|
|
2021
Q4 | $24.7M | Sell |
99,584
-3,122
| -3% | -$774K | 3.36% | 2 |
|
|
2021
Q3 | $24.3M | Sell |
102,706
-1,844
| -2% | -$437K | 3.89% | 2 |
|
|
2021
Q2 | $24.8M | Sell |
104,550
-2,415
| -2% | -$573K | 4.14% | 2 |
|
|
2021
Q1 | $24.4M | Sell |
106,965
-2,461
| -2% | -$562K | 4.55% | 2 |
|
|
2020
Q4 | $22.6M | Sell |
109,426
-3,386
| -3% | -$700K | 5.16% | 2 |
|
|
2020
Q3 | $19.9M | Buy |
112,812
+8,728
| +8% | +$1.54M | 5.39% | 2 |
|
|
2020
Q2 | $17.1M | Buy |
+104,084
| New | +$17.1M | 5.66% | 2 |
|