FVWA
VV icon

Foster Victor Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Foster Victor Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,166
Closed -$230K – 178
2023
Q3 		$230K Buy
+1,166
New +$237K 0.03% 140

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Victor Wealth Advisors's VV Position: Q4 2023 in Review

Foster Victor Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q4 2023, closing a stake of 1,166 shares — an estimated $230K sold.

Foster Victor Wealth Advisors first reported a position in VV in Q3 2023 and held it in 1 quarter. The position peaked at $230K in Q3 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Foster Victor Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,166 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $230K.
  • Foster Victor Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's Vanguard Large-Cap ETF position peaked at $230K in Q3 2023.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.