FWM
VIG icon

Foresight Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Foresight Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,722
Closed -$215K – 126
2019
Q4 		$215K Buy
+1,722
New +$208K 0.13% 92

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Foresight Wealth Management's VIG Position: Q1 2020 in Review

Foresight Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2020, closing a stake of 1,722 shares — an estimated $215K sold.

Foresight Wealth Management first reported a position in VIG in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 1,162 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

  • Foresight Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 1,722 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $215K.
  • Foresight Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 1 quarter.
  • Foresight Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $215K in Q4 2019.
  • 1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.