Sargent Bickham Lagudis’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$42.4K	Hold	518	–	–	﹤0.01%	471
2022 Q3	$38K	Hold	518	–	–	﹤0.01%	459
2022 Q2	$40K	Hold	518	–	–	﹤0.01%	467
2022 Q1	$47K	Buy	518 +332	+178%	+$29.9K	﹤0.01%	463
2021 Q4	$18K	Hold	186	–	–	﹤0.01%	617
2021 Q3	$17K	Hold	186	–	–	﹤0.01%	632
2021 Q2	$17K	Hold	186	–	–	﹤0.01%	633
2021 Q1	$16K	Hold	186	–	–	﹤0.01%	621
2020 Q4	$14K	Hold	186	–	–	﹤0.01%	610
2020 Q3	$12K	Hold	186	–	–	﹤0.01%	575
2020 Q2	$11K	Hold	186	–	–	﹤0.01%	566
2020 Q1	$9K	Hold	186	–	–	﹤0.01%	568
2019 Q4	$13K	Hold	186	–	–	﹤0.01%	580
2019 Q3	$12K	Hold	186	–	–	﹤0.01%	540
2019 Q2	$12K	Hold	186	–	–	﹤0.01%	565
2019 Q1	$12K	Hold	186	–	–	﹤0.01%	586
2018 Q4	$10K	Hold	186	–	–	﹤0.01%	581
2018 Q3	$13K	Hold	186	–	–	﹤0.01%	566
2018 Q2	$12K	Hold	186	–	–	﹤0.01%	559
2018 Q1	$12K	Hold	186	–	–	﹤0.01%	548
2017 Q4	$12K	Hold	186	–	–	﹤0.01%	576
2017 Q3	$11K	Hold	186	–	–	﹤0.01%	597
2017 Q2	$11K	Hold	186	–	–	﹤0.01%	560
2017 Q1	$11K	Hold	186	–	–	﹤0.01%	576
2016 Q4	$10K	Hold	186	–	–	﹤0.01%	557
2016 Q3	$10K	Sell	186 -96	-34%	-$5K	﹤0.01%	577
2016 Q2	$14K	Hold	282	–	–	﹤0.01%	504
2016 Q1	$14K	Buy	+282	New	+$12.7K	﹤0.01%	524

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q4 2022 at 518 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Sargent Bickham Lagudis first reported a position in IVOO in Q1 2016 and has held it in 28 quarters since. The position peaked at $47K in Q1 2022. 189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

Sargent Bickham Lagudis held 518 shares of Vanguard S&P Mid-Cap 400 ETF worth $42.4K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q4 2022.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #471 holding.
Sargent Bickham Lagudis first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard S&P Mid-Cap 400 ETF position peaked at $47K in Q1 2022.
189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

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