Ishares Tr usa min vo shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $244k | 2.7k | 91.63 |
| 2024-06-30 | $220k | 2.5k | 86.62 |
| 2024-03-31 | $207k | 2.5k | 81.34 |
| 2023-12-31 | $205k | 2.6k | 78.46 |
| 2023-03-31 | $238k | 3.3k | 72.84 |
| 2022-03-31 | $215k | 2.7k | 78.24 |
| 2021-12-31 | $252k | 3.2k | 78.85 |
| 2021-09-30 | $235k | 3.2k | 73.53 |
| 2021-06-30 | $235k | 3.2k | 73.53 |
| 2021-03-31 | $227k | 3.2k | 71.03 |
| 2020-12-31 | $217k | 3.2k | 67.90 |
| 2020-09-30 | $204k | 3.2k | 63.83 |
| 2019-12-31 | $221k | 3.4k | 65.56 |
| 2019-09-30 | $215k | 3.4k | 63.78 |
| 2019-06-30 | $294k | 4.7k | 62.79 |
| 2019-03-31 | $251k | 4.3k | 58.89 |
| 2018-12-31 | $223k | 4.3k | 52.32 |
More positions owned by Foster Victor Wealth Advisors
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