FWM
Foresight Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,214
| Closed | -$7.29M | – | 100 |
|
|
2022
Q3 | $7.29M | Buy |
22,214
+1
| +0% | +$328 | 1.67% | 8 |
|
|
2022
Q2 | $7.71M | Buy |
22,213
+5
| +0% | +$1.73K | 1.59% | 8 |
|
|
2022
Q1 | $9.22M | Sell |
22,208
-409
| -2% | -$170K | 1.71% | 8 |
|
|
2021
Q4 | $9.87M | Sell |
22,617
-12
| -0.1% | -$5.24K | 0.13% | 7 |
|
|
2021
Q3 | $8.93M | Sell |
22,629
-479
| -2% | -$189K | 1.79% | 8 |
|
|
2021
Q2 | $9.09M | Sell |
23,108
-5
| -0% | -$1.97K | 2.02% | 8 |
|
|
2021
Q1 | $8.42M | Buy |
23,113
+3,102
| +16% | +$1.13M | 2.14% | 7 |
|
|
2020
Q4 | $6.88M | Buy |
20,011
+16,990
| +562% | +$5.84M | 1.82% | 8 |
|
|
2020
Q3 | $929K | Sell |
3,021
-271
| -8% | -$83.3K | 0.31% | 36 |
|
|
2020
Q2 | $933K | Buy |
3,292
+2,097
| +175% | +$594K | 0.43% | 36 |
|
|
2020
Q1 | $283K | Buy |
+1,195
| New | +$283K | 0.2% | 65 |
|