FWM
VOE icon

Foresight Wealth Management’s Vanguard 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
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
TF
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return