FWM
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Foresight Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Foresight Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,765
Closed -$251K – 132
2020
Q4 		$251K Buy
+1,765
New +$228K 0.07% 100
2020
Q3 		– Sell
-3,566
Closed -$381K – 114
2020
Q2 		$381K Sell
3,566
-49
-1% -$4.92K 0.17% 63
2020
Q1 		$321K Sell
3,615
-67
-2% -$8.13K 0.22% 61
2019
Q4 		$505K Sell
3,682
-1,346
-27% -$178K 0.31% 54
2019
Q3 		$648K Sell
5,028
-747
-13% -$95.6K 0.47% 45
2019
Q2 		$754K Buy
5,775
+1,610
+39% +$209K 0.57% 43
2019
Q1 		$536K Sell
4,165
-486
-10% -$61.8K 0.47% 55
2018
Q4 		$530K Buy
+4,651
New +$588K 0.56% 46

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return