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Foresight Wealth Management’s Vanguard 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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return