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SBL
Sargent Bickham Lagudis’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
Sargent Bickham Lagudis’s Portfolio
VCR Stock Details
VCR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$109K
Buy
496
+3
+0.6%
+$703
0.01%
330
2022
Q3
$116K
Hold
493
–
–
0.01%
297
2022
Q2
$112K
Buy
493
+1
+0.2%
+$261
0.01%
306
2022
Q1
$150K
Hold
492
–
–
0.01%
283
2021
Q4
$168K
Buy
492
+4
+0.8%
+$1.34K
0.01%
262
2021
Q3
$151K
Hold
488
–
–
0.01%
279
2021
Q2
$153K
Hold
488
–
–
0.01%
286
2021
Q1
$144K
Hold
488
–
–
0.01%
287
2020
Q4
$134K
Buy
+488
New
+$124K
0.01%
293
2018
Q4
–
Sell
-420
Closed
-$76K
–
798
2018
Q3
$76K
Buy
+420
New
+$74.1K
0.01%
309
2018
Q1
–
Sell
-57
Closed
-$9K
–
811
2017
Q4
$9K
Hold
57
–
–
﹤0.01%
627
2017
Q3
$8K
Hold
57
–
–
﹤0.01%
648
2017
Q2
$8K
Buy
+57
New
+$8.04K
﹤0.01%
610
2016
Q4
–
Sell
-159
Closed
-$20
–
755
2016
Q3
$20
Buy
+159
New
+$20.1K
﹤0.01%
480
Other funds holding VCR
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors
San Francisco, California
$35B AUM
24.26%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
FSC
Full Sail Capital
Oklahoma City, Oklahoma
$1.81B AUM
10.99%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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