Sargent Bickham Lagudis’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-30	Closed	-$2K	–	1005
2021 Q1	$2K	Buy	+30	New	+$1.92K	﹤0.01%	873
2019 Q4	–	Sell	-100	Closed	-$8K	–	886
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	592
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	606
2019 Q1	$9K	Hold	100	–	–	﹤0.01%	631
2018 Q4	$8K	Sell	100 -207	-67%	-$19K	﹤0.01%	614
2018 Q3	$32K	Buy	307 +100	+48%	+$10.4K	﹤0.01%	433
2018 Q2	$22K	Sell	207 -80	-28%	-$8.19K	﹤0.01%	477
2018 Q1	$27K	Sell	287 -59	-17%	-$5.71K	﹤0.01%	449
2017 Q4	$34K	Sell	346 -61	-15%	-$5.74K	﹤0.01%	425
2017 Q3	$38K	Hold	407	–	–	﹤0.01%	412
2017 Q2	$36K	Buy	407 +59	+17%	+$5.44K	﹤0.01%	406
2017 Q1	$34K	Hold	348	–	–	﹤0.01%	417
2016 Q4	$36K	Hold	348	–	–	0.01%	387
2016 Q3	$34K	Sell	348 -225	-39%	-$21.4K	0.01%	409
2016 Q2	$55K	Hold	573	–	–	0.01%	332
2016 Q1	$49K	Buy	+573	New	+$45.9K	0.01%	359

Other funds holding VDE

BCMIO

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Sargent Bickham Lagudis's VDE Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of Vanguard Energy ETF (VDE) in Q2 2021, closing a stake of 30 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in VDE in Q1 2016 and held it in 16 quarters. The position peaked at $55K in Q2 2016. 425 funds tracked by Wall St. Rank hold VDE as of Q2 2021.

Sargent Bickham Lagudis reported no remaining Vanguard Energy ETF position as of Q2 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 30 Vanguard Energy ETF shares in Q2 2021, an estimated $2K.
Sargent Bickham Lagudis first reported a position in Vanguard Energy ETF in Q1 2016 and held it in 16 quarters.
Sargent Bickham Lagudis's Vanguard Energy ETF position peaked at $55K in Q2 2016.
425 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.