FWM
Foresight Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,668
| Closed | -$357K | – | 102 |
|
|
2022
Q3 | $357K | Sell |
1,668
-132
| -7% | -$28.3K | 0.08% | 74 |
|
|
2022
Q2 | $401K | Buy |
+1,800
| New | +$401K | 0.08% | 70 |
|
|
2020
Q3 | – | Sell |
-4,221
| Closed | -$853K | – | 106 |
|
|
2020
Q2 | $853K | Sell |
4,221
-141
| -3% | -$28.5K | 0.39% | 38 |
|
|
2020
Q1 | $683K | Buy |
4,362
+584
| +15% | +$91.4K | 0.47% | 40 |
|
|
2019
Q4 | $688K | Sell |
3,778
-2,521
| -40% | -$459K | 0.42% | 44 |
|
|
2019
Q3 | $1.05M | Sell |
6,299
-2,302
| -27% | -$383K | 0.76% | 30 |
|
|
2019
Q2 | $1.41M | Buy |
8,601
+72
| +0.8% | +$11.8K | 1.06% | 23 |
|
|
2019
Q1 | $1.33M | Sell |
8,529
-727
| -8% | -$114K | 1.16% | 23 |
|
|
2018
Q4 | $1.24M | Buy |
+9,256
| New | +$1.24M | 1.32% | 21 |
|