Foster Victor Wealth Advisors, LLC VTV Holdings History
Foster Victor Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Foster Victor Wealth Advisors, LLC held 294,840.00 shares of Vanguard Value ETF(VTV), totaling $52.56 Mil. This investment constitutes 3.56% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q1. And since then Foster Victor Wealth Advisors, LLC has made 8 purchases of VTV, at an average price of $128.51, for a total of 338,067.00 shares. In addition, there have been 17 sales at an average price of $150.27 for 43,227.00 shares. Based on historical transaction data and VTV's current price of $176.62, Foster Victor Wealth Advisors, LLC's estimated gain on his VTV holdings is $15.12 Mil, reflecting a 34.81% gain to date.
Foster Victor Wealth Advisors, LLC VTV ($176.62) Holding Chart
Foster Victor Wealth Advisors, LLC VTV ($176.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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