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Sargent Bickham Lagudis’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sargent Bickham Lagudis’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$30.6K Hold
407
– – ﹤0.01% 521
2022
Q3 		$30K Hold
407
– – ﹤0.01% 495
2022
Q2 		$31K Hold
407
– – ﹤0.01% 509
2022
Q1 		$32K Sell
407
-1,238
-75% -$98.3K ﹤0.01% 532
2021
Q4 		$133K Buy
1,645
+1,207
+276% +$98.2K 0.01% 297
2021
Q3 		$36K Hold
438
– – ﹤0.01% 508
2021
Q2 		$36K Sell
438
-2,402
-85% -$198K ﹤0.01% 511
2021
Q1 		$233K Hold
2,840
– – 0.02% 220
2020
Q4 		$235K Sell
2,840
-777
-21% -$64.4K 0.02% 215
2020
Q3 		$300K Buy
3,617
+2,402
+198% +$200K 0.03% 178
2020
Q2 		$101K Sell
1,215
-1,649
-58% -$136K 0.01% 275
2020
Q1 		$235K Buy
2,864
+1,612
+129% +$131K 0.03% 188
2019
Q4 		$101K Hold
1,252
– – 0.01% 280
2019
Q3 		$101K Sell
1,252
-334
-21% -$26.9K 0.01% 261
2019
Q2 		$128K Buy
1,586
+144
+10% +$11.5K 0.02% 251
2019
Q1 		$115K Sell
1,442
-328
-19% -$25.9K 0.01% 268
2018
Q4 		$139K Buy
1,770
+409
+30% +$31.9K 0.02% 234
2018
Q3 		$106K Hold
1,361
– – 0.01% 268
2018
Q2 		$106K Buy
1,361
+83
+6% +$6.49K 0.01% 268
2018
Q1 		$100K Buy
1,278
+50
+4% +$3.93K 0.01% 268
2017
Q4 		$97K Sell
1,228
-347
-22% -$27.6K 0.01% 282
2017
Q3 		$126K Sell
1,575
-704
-31% -$56.3K 0.02% 258
2017
Q2 		$182K Hold
2,279
– – 0.02% 213
2017
Q1 		$182K Sell
2,279
-929
-29% -$73.9K 0.02% 217
2016
Q4 		$255K Buy
3,208
+6
+0.2% +$480 0.04% 176
2016
Q3 		$259 Buy
3,202
+350
+12% +$28.3K 0.04% 183
2016
Q2 		$231K Buy
2,852
+1,239
+77% +$99.9K 0.04% 190
2016
Q1 		$130K Buy
+1,613
New +$129K 0.02% 249

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's BSV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2022 at 407 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Sargent Bickham Lagudis first reported a position in BSV in Q1 2016 and has held it in 28 quarters since. The position peaked at $300K in Q3 2020. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Sargent Bickham Lagudis held 407 shares of Vanguard Short-Term Bond ETF worth $30.6K as of Q4 2022.
  • Sargent Bickham Lagudis left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2022.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #521 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Vanguard Short-Term Bond ETF position peaked at $300K in Q3 2020.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.