FWM
Foresight Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,543
| Closed | -$652K | – | 105 |
|
|
2020
Q2 | $652K | Sell |
6,543
-357
| -5% | -$35.6K | 0.3% | 46 |
|
|
2020
Q1 | $615K | Sell |
6,900
-51
| -0.7% | -$4.55K | 0.42% | 42 |
|
|
2019
Q4 | $833K | Sell |
6,951
-3,812
| -35% | -$457K | 0.51% | 38 |
|
|
2019
Q3 | $1.2M | Sell |
10,763
-3,925
| -27% | -$438K | 0.87% | 27 |
|
|
2019
Q2 | $1.63M | Sell |
14,688
-10,186
| -41% | -$1.13M | 1.23% | 21 |
|
|
2019
Q1 | $2.7M | Sell |
24,874
-11,697
| -32% | -$1.27M | 2.35% | 12 |
|
|
2018
Q4 | $3.58M | Buy |
+36,571
| New | +$3.58M | 3.8% | 4 |
|