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%	842
2018 Q4	$0	Hold	1	–	–	﹤0.01%	796
2018 Q3	$0	Hold	1	–	–	﹤0.01%	793
2018 Q2	$0	Hold	1	–	–	﹤0.01%	802
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCA

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Sargent Bickham Lagudis held its Vanguard Materials ETF (VAW) position steady in Q4 2022 at 52 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Sargent Bickham Lagudis first reported a position in VAW in Q2 2017 and has held it in 23 quarters since. The position peaked at $10K in Q1 2022. 353 funds tracked by Wall St. Rank hold VAW as of Q4 2022.

Sargent Bickham Lagudis held 52 shares of Vanguard Materials ETF worth $8.92K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Materials ETF share count unchanged in Q4 2022.
Vanguard Materials ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #746 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Materials ETF in Q2 2017 and has held it in 23 quarters since.
Sargent Bickham Lagudis's Vanguard Materials ETF position peaked at $10K in Q1 2022.
353 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2022.

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