Foresight Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,839	Closed	-$304K	–	118
2020 Q2	$304K	Sell	1,839 -53	-3%	-$8.01K	0.14%	72
2020 Q1	$240K	Sell	1,892 -39	-2%	-$5.92K	0.17%	77
2019 Q4	$307K	Sell	1,931 -1,377	-42%	-$210K	0.19%	69
2019 Q3	$490K	Sell	3,308 -1,231	-27%	-$184K	0.35%	54
2019 Q2	$678K	Sell	4,539 -838	-16%	-$122K	0.51%	47
2019 Q1	$771K	Sell	5,377 -352	-6%	-$47.3K	0.67%	42
2018 Q4	$686K	Buy	+5,729	New	+$736K	0.73%	43

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Foresight Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 1,839 shares — an estimated $304K sold.

Foresight Wealth Management first reported a position in VOT in Q4 2018 and held it in 7 quarters. The position peaked at $771K in Q1 2019. 529 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

Foresight Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Foresight Wealth Management sold 1,839 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $304K.
Foresight Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 7 quarters.
Foresight Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $771K in Q1 2019.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2020.

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