Foresight Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,008	Closed	-$357K	–	107
2022 Q3	$357K	Sell	10,008 -792	-7%	-$31.8K	0.08%	77
2022 Q2	$401K	Buy	+10,800	New	+$444K	0.08%	73
2020 Q3	–	Sell	-25,326	Closed	-$853K	–	120
2020 Q2	$853K	Sell	25,326 -846	-3%	-$26K	0.39%	40
2020 Q1	$683K	Buy	26,172 +3,504	+15%	+$105K	0.47%	42
2019 Q4	$688K	Sell	22,668 -15,126	-40%	-$437K	0.42%	46
2019 Q3	$1.05M	Sell	37,794 -13,812	-27%	-$383K	0.76%	32
2019 Q2	$1.41M	Buy	51,606 +432	+0.8%	+$11.5K	1.06%	25
2019 Q1	$1.33M	Sell	51,174 -4,362	-8%	-$108K	1.16%	25
2018 Q4	$1.24M	Buy	+55,536	New	+$1.35M	1.32%	22

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Foresight Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 10,008 shares — an estimated $357K sold.

Foresight Wealth Management first reported a position in VUG in Q4 2018 and held it in 9 quarters. The position peaked at $1.41M in Q2 2019. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

Foresight Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 10,008 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $357K.
Foresight Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 9 quarters.
Foresight Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.41M in Q2 2019.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

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