Foster Victor Wealth Advisors, LLC Closed Holding Positions

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2020 Filed on Oct 26, 2020
83,840
$30.77 - $31.23 $2.58M - $2.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q3 2020 Filed on Oct 26, 2020
2,323
$95.12 - $97.1 $221K - $226K
T
At&T Inc.

Communication Services
Q2 2020 Filed on Aug 03, 2020
6,949
$20.74 - $25.1 $144K - $174K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 03, 2020
11,032
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2020 Filed on Aug 03, 2020
28,079
$121.1 - $134.5 $3.4M - $3.78M
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
58,233
$35.36 - $48.66 $2.06M - $2.83M
WELL
Welltower Inc.

Real Estate
Q2 2020 Filed on Aug 03, 2020
82,392
$37.26 - $61.65 $3.07M - $5.08M
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2020 Filed on Apr 29, 2020
4,923
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2020 Filed on Apr 29, 2020
4,802
$74.62 - $104.73 $358K - $503K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
1,878
$84.57 - $110.24 $159K - $207K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q1 2020 Filed on Apr 29, 2020
1,970
$33.65 - $53.81 $66.3K - $106K
General Electric CO
Q1 2020 Filed on Apr 29, 2020
13,629
N/A
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2020 Filed on Apr 29, 2020
10,175
$33.25 - $52.19 $338K - $531K
Bb&T Corp
Q4 2019 Filed on Jan 13, 2020
32,144
N/A
ANET
Arista Networks, Inc.

Technology
Q4 2019 Filed on Jan 13, 2020
200
$46.33 - $62.22 $9.27K - $12.4K
SLV
I Shares Silver Trust

ETFs
Q4 2019 Filed on Jan 13, 2020
20,000
$15.48 - $16.92 $310K - $338K
LAMR
Lamar Advertising CO

Real Estate
Q2 2019 Filed on Jul 16, 2019
4,993
$77.38 - $84.37 $386K - $421K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2019 Filed on Jul 16, 2019
1,877
$149.93 - $181.43 $281K - $341K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 16, 2019
22,499
$14.85 - $18.96 $334K - $427K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 16, 2019
4,452
$42.27 - $56.22 $188K - $250K
LNT
Alliant Energy Corp

Utilities
Q2 2019 Filed on Jul 16, 2019
5,093
$45.9 - $50.0 $234K - $255K
VTR
Ventas, Inc.

Real Estate
Q2 2019 Filed on Jul 16, 2019
8,695
$57.77 - $71.76 $502K - $624K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2019 Filed on Jul 16, 2019
5,654
N/A
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