Foresight Wealth Management, LLC Vanguard Growth ETF Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$213.95 - $266.28 $28,241 - $35,148	-132 Reduced 7.33%	1,668 $357,000
Q2 2022 Jul 29, 2022	BUY	$214.97 - $293.87 $386,946 - $528,966	1,800 New	1,800 $401,000
Q3 2020 Oct 19, 2020	SELL	$204.41 - $245.48 $862,814 - $1.04 Million	-4,221 Closed	0 $0
Q2 2020 Jul 15, 2020	SELL	$149.64 - $204.01 $21,099 - $28,765	-141 Reduced 3.23%	4,221 $853,000
Q1 2020 Apr 15, 2020	BUY	$137.53 - $201.6 $80,317 - $117,734	584 Added 15.46%	4,362 $683,000
Q4 2019 Jan 15, 2020	SELL	$161.84 - $183.14 $407,998 - $461,695	-2,521 Reduced 40.02%	3,778 $688,000
Q3 2019 Oct 25, 2019	SELL	$165.21 - $169.18 $380,313 - $389,452	-2,302 Reduced 26.76%	6,299 $1.05 Million
Q2 2019 Jul 25, 2019	BUY	N/A	72 Added 0.84%	8,601 $1.41 Million
Q1 2019 May 07, 2019	SELL	N/A	-727 Reduced 7.85%	8,529 $1.33 Million
Q4 2018 Feb 08, 2019	BUY	N/A	9,256 New	9,256 $1.24 Million

Others Institutions Holding VUG

# of Institutions

2,372

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.34 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.57 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.34 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.26 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
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