FWM
VOO icon

Foresight Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Foresight Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22,214
Closed -$7.29M – 105
2022
Q3 		$7.29M Buy
22,214
+1
+0% +$365 1.67% 10
2022
Q2 		$7.71M Buy
22,213
+5
+0% +$1.88K 1.59% 10
2022
Q1 		$9.22M Sell
22,208
-409
-2% -$167K 1.71% 10
2021
Q4 		$9.87M Sell
22,617
-12
-0.1% -$5.07K 0.13% 9
2021
Q3 		$8.93M Sell
22,629
-479
-2% -$194K 1.79% 10
2021
Q2 		$9.09M Sell
23,108
-5
-0% -$1.92K 2.02% 10
2021
Q1 		$8.42M Buy
23,113
+3,102
+16% +$1.1M 2.14% 9
2020
Q4 		$6.88M Buy
20,011
+16,990
+562% +$5.54M 1.82% 10
2020
Q3 		$929K Sell
3,021
-271
-8% -$82.6K 0.31% 38
2020
Q2 		$933K Buy
3,292
+2,097
+175% +$564K 0.43% 38
2020
Q1 		$283K Buy
+1,195
New +$335K 0.2% 68

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Foresight Wealth Management's VOO Position: Q4 2022 in Review

Foresight Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 22,214 shares — an estimated $7.29M sold.

Foresight Wealth Management first reported a position in VOO in Q1 2020 and held it in 11 quarters. The position peaked at $9.87M in Q4 2021. 2,259 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

  • Foresight Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 22,214 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $7.29M.
  • Foresight Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 11 quarters.
  • Foresight Wealth Management's Vanguard S&P 500 ETF position peaked at $9.87M in Q4 2021.
  • 2,259 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.