Foresight Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$78.1 - $85.93 $12,417 - $13,662	159 Added 6.06%	2,784 $223,000
Q1 2022 May 04, 2022	SELL	$85.05 - $92.24 $34,445 - $37,357	-405 Reduced 13.37%	2,625 $226,000
Q4 2021 Feb 04, 2022	BUY	$92.55 - $94.67 $2,591 - $2,650	28 Added 0.93%	3,030 $281,000
Q3 2021 Oct 21, 2021	SELL	$94.41 - $96.13 $6,608 - $6,729	-70 Reduced 2.28%	3,002 $283,000
Q2 2021 Jul 19, 2021	SELL	$92.83 - $95.07 $1,392 - $1,426	-15 Reduced 0.49%	3,072 $292,000
Q1 2021 May 04, 2021	SELL	$92.62 - $97.02 $118,090 - $123,700	-1,275 Reduced 29.23%	3,087 $287,000
Q4 2020 Feb 04, 2021	SELL	$95.37 - $97.17 $1,430 - $1,457	-15 Reduced 0.34%	4,362 $424,000
Q3 2020 Oct 19, 2020	SELL	$95.12 - $97.1 $892,225 - $910,798	-9,380 Reduced 68.18%	4,377 $419,000
Q2 2020 Jul 15, 2020	SELL	$86.24 - $95.36 $1.2 Million - $1.33 Million	-13,924 Reduced 50.3%	13,757 $1.31 Million
Q1 2020 Apr 15, 2020	BUY	$78.83 - $94.82 $807,771 - $971,620	10,247 Added 58.78%	27,681 $2.41 Million
Q4 2019 Jan 15, 2020	SELL	$90.42 - $91.79 $103,078 - $104,640	-1,140 Reduced 6.14%	17,434 $1.59 Million
Q3 2019 Oct 25, 2019	BUY	$89.94 - $91.25 $764,759 - $775,898	8,503 Added 84.43%	18,574 $1.7 Million
Q2 2019 Jul 25, 2019	BUY	N/A	3,359 Added 50.04%	10,071 $905,000
Q1 2019 May 07, 2019	SELL	N/A	-1,705 Reduced 20.26%	6,712 $583,000
Q4 2018 Feb 08, 2019	BUY	N/A	8,417 New	8,417 $697,000

Others Institutions Holding VCIT

# of Institutions

1,170

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.06 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.86 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.77 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.92 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.65 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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