FVWA
Foster Victor Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Sell |
1,902
-1,488
| -44% | -$658K | 0.06% | 121 |
|
|
2025
Q1 | $1.22M | Sell |
3,390
-190
| -5% | -$68.4K | 0.1% | 109 |
|
|
2024
Q4 | $1.49M | Sell |
3,580
-222
| -6% | -$92.3K | 0.11% | 104 |
|
|
2024
Q3 | $1.47M | Sell |
3,802
-391
| -9% | -$152K | 0.12% | 104 |
|
|
2024
Q2 | $1.62M | Sell |
4,193
-151
| -3% | -$58.4K | 0.14% | 103 |
|
|
2024
Q1 | $1.5M | Sell |
4,344
-505
| -10% | -$175K | 0.14% | 93 |
|
|
2023
Q4 | $1.49M | Sell |
4,849
-198
| -4% | -$60.9K | 0.15% | 89 |
|
|
2023
Q3 | $1.4M | Sell |
5,047
-77
| -2% | -$21.4K | 0.16% | 85 |
|
|
2023
Q2 | $1.45M | Sell |
5,124
-435
| -8% | -$123K | 0.16% | 89 |
|
|
2023
Q1 | $1.38M | Sell |
5,559
-346
| -6% | -$86K | 0.17% | 86 |
|
|
2022
Q4 | $1.26M | Buy |
5,905
+668
| +13% | +$143K | 0.16% | 84 |
|
|
2022
Q3 | $1.18M | Buy |
5,237
+89
| +2% | +$20K | 0.17% | 81 |
|
|
2022
Q2 | $1.19M | Buy |
5,148
+252
| +5% | +$58K | 0.18% | 80 |
|
|
2022
Q1 | $1.38M | Buy |
4,896
+441
| +10% | +$124K | 0.19% | 80 |
|
|
2021
Q4 | $1.38M | Buy |
4,455
+1,376
| +45% | +$425K | 0.19% | 86 |
|
|
2021
Q3 | $893K | Sell |
3,079
-118
| -4% | -$34.2K | 0.14% | 90 |
|
|
2021
Q2 | $917K | Sell |
3,197
-153
| -5% | -$43.9K | 0.15% | 90 |
|
|
2021
Q1 | $921K | Sell |
3,350
-379
| -10% | -$104K | 0.17% | 90 |
|
|
2020
Q4 | $945K | Buy |
3,729
+273
| +8% | +$69.2K | 0.22% | 86 |
|
|
2020
Q3 | $787K | Sell |
3,456
-346
| -9% | -$78.8K | 0.21% | 77 |
|
|
2020
Q2 | $768K | Sell |
3,802
-161
| -4% | -$32.5K | 0.25% | 65 |
|
|
2020
Q1 | $665K | Sell |
3,963
-469
| -11% | -$78.7K | 0.29% | 66 |
|
|
2019
Q4 | $825K | Buy |
4,432
+88
| +2% | +$16.4K | 0.36% | 61 |
|
|
2019
Q3 | $718K | Sell |
4,344
-60
| -1% | -$9.92K | 0.4% | 56 |
|
|
2019
Q2 | $730K | Sell |
4,404
-9
| -0.2% | -$1.49K | 0.54% | 40 |
|
|
2019
Q1 | $690K | Buy |
4,413
+164
| +4% | +$25.6K | 0.54% | 41 |
|
|
2018
Q4 | $571K | Buy |
+4,249
| New | +$571K | 0.54% | 32 |
|