Sargent Bickham Lagudis’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sargent Bickham Lagudis’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$95.9K	Buy	1,456 +7	+0.5%	+$467	0.01%	342
2022 Q3	$91K	Buy	1,449 +5	+0.3%	+$351	0.01%	325
2022 Q2	$96K	Buy	1,444 +4	+0.3%	+$289	0.01%	328
2022 Q1	$117K	Buy	1,440 +3	+0.2%	+$241	0.01%	314
2021 Q4	$126K	Buy	1,437 +5	+0.3%	+$427	0.01%	305
2021 Q3	$115K	Buy	1,432 +314	+28%	+$25.9K	0.01%	314
2021 Q2	$89K	Buy	+1,118	New	+$86.7K	0.01%	358

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.48% in Q4 2022, buying an estimated $467 and bringing the position to 1,456 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #342.

Sargent Bickham Lagudis first reported a position in ESGV in Q2 2021 and has held it in 7 quarters since. The position peaked at $126K in Q4 2021. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

Sargent Bickham Lagudis held 1,456 shares of Vanguard ESG US Stock ETF worth $95.9K as of Q4 2022.
Sargent Bickham Lagudis bought 7 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $467.
Vanguard ESG US Stock ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #342 holding.
Sargent Bickham Lagudis first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 7 quarters since.
Sargent Bickham Lagudis's Vanguard ESG US Stock ETF position peaked at $126K in Q4 2021.
401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

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