Foresight Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Foresight Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,310	Closed	-$221K	–	117
2020 Q2	$221K	Buy	+2,310	New	+$212K	0.1%	84
2020 Q1	–	Sell	-2,441	Closed	-$291K	–	127
2019 Q4	$291K	Sell	2,441 -1,490	-38%	-$172K	0.18%	74
2019 Q3	$444K	Sell	3,931 -1,326	-25%	-$147K	0.32%	57
2019 Q2	$585K	Sell	5,257 -2,481	-32%	-$272K	0.44%	51
2019 Q1	$842K	Sell	7,738 -1,582	-17%	-$166K	0.73%	35
2018 Q4	$888K	Buy	+9,320	New	+$979K	0.94%	30

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foresight Wealth Management's VOE Position: Q3 2020 in Review

Foresight Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2020, closing a stake of 2,310 shares — an estimated $221K sold.

Foresight Wealth Management first reported a position in VOE in Q4 2018 and held it in 6 quarters. The position peaked at $888K in Q4 2018. 559 funds tracked by Wall St. Rank hold VOE as of Q3 2020.

Foresight Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Foresight Wealth Management sold 2,310 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2020, an estimated $221K.
Foresight Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 6 quarters.
Foresight Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $888K in Q4 2018.
559 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.