FVWA
Foster Victor Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,409
-1,555
| -52% | -$260K | 0.02% | 181 |
|
|
2025
Q1 | $444K | Sell |
2,964
-605
| -17% | -$90.6K | 0.04% | 140 |
|
|
2024
Q4 | $593K | Sell |
3,569
-127
| -3% | -$21.1K | 0.05% | 125 |
|
|
2024
Q3 | $616K | Sell |
3,696
-419
| -10% | -$69.8K | 0.05% | 120 |
|
|
2024
Q2 | $650K | Buy |
4,115
+69
| +2% | +$10.9K | 0.05% | 120 |
|
|
2024
Q1 | $611K | Sell |
4,046
-267
| -6% | -$40.3K | 0.06% | 111 |
|
|
2023
Q4 | $626K | Sell |
4,313
-70
| -2% | -$10.2K | 0.06% | 109 |
|
|
2023
Q3 | $566K | Sell |
4,383
-16
| -0.4% | -$2.06K | 0.07% | 104 |
|
|
2023
Q2 | $610K | Buy |
4,399
+30
| +0.7% | +$4.16K | 0.07% | 107 |
|
|
2023
Q1 | $578K | Buy |
4,369
+72
| +2% | +$9.52K | 0.07% | 105 |
|
|
2022
Q4 | $599K | Sell |
4,297
-68
| -2% | -$9.49K | 0.08% | 98 |
|
|
2022
Q3 | $553K | Sell |
4,365
-172
| -4% | -$21.8K | 0.08% | 94 |
|
|
2022
Q2 | $590K | Sell |
4,537
-133
| -3% | -$17.3K | 0.09% | 94 |
|
|
2022
Q1 | $694K | Sell |
4,670
-233
| -5% | -$34.6K | 0.1% | 94 |
|
|
2021
Q4 | $748K | Sell |
4,903
-2,630
| -35% | -$401K | 0.1% | 100 |
|
|
2021
Q3 | $1.05M | Sell |
7,533
-179
| -2% | -$25K | 0.17% | 89 |
|
|
2021
Q2 | $1.08M | Sell |
7,712
-426
| -5% | -$59.9K | 0.18% | 87 |
|
|
2021
Q1 | $1.12M | Sell |
8,138
-557
| -6% | -$76.3K | 0.21% | 85 |
|
|
2020
Q4 | $1.03M | Sell |
8,695
-48
| -0.5% | -$5.71K | 0.24% | 82 |
|
|
2020
Q3 | $886K | Buy |
8,743
+30
| +0.3% | +$3.04K | 0.24% | 72 |
|
|
2020
Q2 | $834K | Buy |
8,713
+176
| +2% | +$16.8K | 0.28% | 64 |
|
|
2020
Q1 | $725K | Buy |
8,537
+618
| +8% | +$52.5K | 0.32% | 64 |
|
|
2019
Q4 | $937K | Buy |
7,919
+349
| +5% | +$41.3K | 0.41% | 59 |
|
|
2019
Q3 | $837K | Sell |
7,570
-82
| -1% | -$9.07K | 0.47% | 51 |
|
|
2019
Q2 | $861K | Buy |
7,652
+125
| +2% | +$14.1K | 0.63% | 35 |
|
|
2019
Q1 | $812K | Buy |
7,527
+370
| +5% | +$39.9K | 0.63% | 31 |
|
|
2018
Q4 | $682K | Buy |
+7,157
| New | +$682K | 0.64% | 20 |
|