Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg
Tip: Access up to 7 years of quarterly data
All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Foster Victor Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 16k | 71.76 |
2024-06-30 | $1.2M | 18k | 69.87 |
2024-03-31 | $1.2M | 18k | 65.89 |
2023-12-31 | $1.2M | 20k | 62.03 |
2023-09-30 | $1.1M | 20k | 55.52 |
2023-06-30 | $1.2M | 20k | 57.55 |
2023-03-31 | $1.1M | 21k | 54.79 |
2022-12-31 | $1.1M | 21k | 54.80 |
2022-09-30 | $1.1M | 21k | 50.18 |
2022-06-30 | $1.1M | 21k | 51.12 |
2022-03-31 | $1.3M | 22k | 58.03 |
2021-12-31 | $1.4M | 23k | 59.89 |
2021-09-30 | $881k | 16k | 53.94 |
2021-06-30 | $916k | 17k | 54.75 |
2021-03-31 | $931k | 18k | 52.56 |
2020-12-31 | $858k | 19k | 45.27 |
2020-09-30 | $739k | 19k | 38.74 |
2020-06-30 | $704k | 19k | 36.83 |
2020-03-31 | $622k | 19k | 32.85 |
2019-12-31 | $789k | 19k | 42.69 |
2019-09-30 | $693k | 18k | 38.77 |
2019-06-30 | $699k | 18k | 39.37 |
2019-03-31 | $660k | 17k | 37.94 |
2018-12-31 | $561k | 17k | 33.97 |
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