Sargent Bickham Lagudis’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-140	Closed	-$23K	–	917
2020 Q3	$23K	Hold	140	–	–	﹤0.01%	490
2020 Q2	$21K	Hold	140	–	–	﹤0.01%	486
2020 Q1	$19K	Buy	140 +137	+4,567%	+$21.1K	﹤0.01%	477
2019 Q4	$0	Hold	3	–	–	﹤0.01%	885
2019 Q3	$0	Hold	3	–	–	﹤0.01%	784
2019 Q2	$0	Hold	3	–	–	﹤0.01%	816
2019 Q1	$0	Hold	3	–	–	﹤0.01%	843
2018 Q4	$0	Sell	3 -165	-98%	-$23.1K	﹤0.01%	798
2018 Q3	$24K	Buy	168 +165	+5,500%	+$23K	﹤0.01%	471
2018 Q2	$0	Hold	3	–	–	﹤0.01%	803
2018 Q1	$0	Sell	3 -39	-93%	-$5.53K	﹤0.01%	812
2017 Q4	$6K	Sell	42 -14	-25%	-$1.98K	﹤0.01%	677
2017 Q3	$8K	Sell	56 -497	-90%	-$70K	﹤0.01%	649
2017 Q2	$78K	Buy	553 +126	+30%	+$18K	0.01%	299
2017 Q1	$60K	Hold	427	–	–	0.01%	336
2016 Q4	$57K	Hold	427	–	–	0.01%	321
2016 Q3	$58K	Hold	427	–	–	0.01%	322
2016 Q2	$60K	Hold	427	–	–	0.01%	320
2016 Q1	$58K	Buy	+427	New	+$55.2K	0.01%	341

Other funds holding VDC

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

BCMIO

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Sargent Bickham Lagudis's VDC Position: Q4 2020 in Review

Sargent Bickham Lagudis sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2020, closing a stake of 140 shares — an estimated $23K sold.

Sargent Bickham Lagudis first reported a position in VDC in Q1 2016 and held it in 19 quarters. The position peaked at $78K in Q2 2017. 409 funds tracked by Wall St. Rank hold VDC as of Q4 2020.

Sargent Bickham Lagudis reported no remaining Vanguard Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 140 Vanguard Consumer Staples ETF shares in Q4 2020, an estimated $23K.
Sargent Bickham Lagudis first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and held it in 19 quarters.
Sargent Bickham Lagudis's Vanguard Consumer Staples ETF position peaked at $78K in Q2 2017.
409 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2020, filed 24 May 2021.