FWM
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Foresight Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Foresight Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,810
Closed -$315K – 133
2020
Q4 		$315K Hold
1,810
– – 0.08% 93
2020
Q3 		$296K Hold
1,810
– – 0.1% 72
2020
Q2 		$271K Hold
1,810
– – 0.12% 78
2020
Q1 		$249K Hold
1,810
– – 0.17% 75
2019
Q4 		$292K Hold
1,810
– – 0.18% 72
2019
Q3 		$283K Hold
1,810
– – 0.2% 77
2019
Q2 		$269K Buy
+1,810
New +$267K 0.2% 78

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MFG
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Morgan Stanley
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MIM
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LPL Financial
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Envestnet Asset Management
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Osaic Holdings
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MIS
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UBS Group
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