Sargent Bickham Lagudis’s Vanguard Materials ETF VAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$8.92K	Hold	52	–	–	﹤0.01%	746
2022 Q3	$8K	Hold	52	–	–	﹤0.01%	733
2022 Q2	$8K	Hold	52	–	–	﹤0.01%	733
2022 Q1	$10K	Hold	52	–	–	﹤0.01%	715
2021 Q4	$10K	Hold	52	–	–	﹤0.01%	720
2021 Q3	$9K	Hold	52	–	–	﹤0.01%	740
2021 Q2	$9K	Hold	52	–	–	﹤0.01%	734
2021 Q1	$9K	Buy	52 +27	+108%	+$4.44K	﹤0.01%	724
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	766
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	712
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	692
2020 Q1	$2K	Buy	25 +24	+2,400%	+$2.85K	﹤0.01%	717
2019 Q4	$0	Hold	1	–	–	﹤0.01%	884
2019 Q3	$0	Hold	1	–	–	﹤0.01%	783
2019 Q2	$0	Hold	1	–	–	﹤0.01%	815
2019 Q1	$0	Hold	1	–	–	﹤0.01%	843
2018 Q4	$0	Hold	1	–	–	﹤0.01%	797
2018 Q3	$0	Hold	1	–	–	﹤0.01%	794
2018 Q2	$0	Hold	1	–	–	﹤0.01%	803
2018 Q1	$0	Sell	1 -10	-91%	-$1.37K	﹤0.01%	810
2017 Q4	$2K	Sell	11 -3	-21%	-$399	﹤0.01%	758
2017 Q3	$2K	Buy	14 +1	+8%	+$124	﹤0.01%	772
2017 Q2	$2K	Buy	+13	New	+$1.56K	﹤0.01%	729

Other funds holding VAW

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return