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	–	797
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	-$20K	–	752
2016 Q3	$20K	Buy	+159	New	+$20.1K	﹤0.01%	480

Other funds holding VCR

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 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 $75.1B AUM 31.89% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.61% in Q4 2022, buying an estimated $703 and bringing the position to 496 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #330.

Sargent Bickham Lagudis first reported a position in VCR in Q3 2016 and has held it in 14 quarters since. The position peaked at $168K in Q4 2021. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Sargent Bickham Lagudis held 496 shares of Vanguard Consumer Discretionary ETF worth $109K as of Q4 2022.
Sargent Bickham Lagudis bought 3 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $703.
Vanguard Consumer Discretionary ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #330 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Consumer Discretionary ETF in Q3 2016 and has held it in 14 quarters since.
Sargent Bickham Lagudis's Vanguard Consumer Discretionary ETF position peaked at $168K in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

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