Sargent Bickham Lagudis’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$66.6K	Hold	805	–	–	0.01%	387
2022 Q3	$60K	Buy	805 +454	+129%	+$36.9K	0.01%	380
2022 Q2	$27K	Sell	351 -50	-12%	-$4.22K	﹤0.01%	536
2022 Q1	$37K	Hold	401	–	–	﹤0.01%	510
2021 Q4	$39K	Buy	401 +50	+14%	+$4.87K	﹤0.01%	497
2021 Q3	$33K	Sell	351 -6	-2%	-$553	﹤0.01%	524
2021 Q2	$32K	Buy	357 +6	+2%	+$542	﹤0.01%	532
2021 Q1	$30K	Hold	351	–	–	﹤0.01%	527
2020 Q4	$26K	Buy	+351	New	+$23.2K	﹤0.01%	526
2020 Q1	–	Sell	-1,750	Closed	-$133K	–	925
2019 Q4	$133K	Hold	1,750	–	–	0.01%	245
2019 Q3	$123K	Hold	1,750	–	–	0.01%	233
2019 Q2	$121K	Hold	1,750	–	–	0.01%	257
2019 Q1	$113K	Buy	+1,750	New	+$113K	0.01%	270
2018 Q4	–	Sell	-1,004	Closed	-$70K	–	799
2018 Q3	$70K	Buy	+1,004	New	+$71K	0.01%	317
2018 Q1	–	Sell	-133	Closed	-$9K	–	813
2017 Q4	$9K	Sell	133 -550	-81%	-$37.3K	﹤0.01%	628
2017 Q3	$45K	Hold	683	–	–	0.01%	387
2017 Q2	$43K	Buy	+683	New	+$41.3K	0.01%	383
2017 Q1	–	Sell	-127	Closed	-$8K	–	783
2016 Q4	$8K	Hold	127	–	–	﹤0.01%	588
2016 Q3	$6	Buy	+127	New	+$6.26K	﹤0.01%	631

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 VFH Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard Financials ETF (VFH) position steady in Q4 2022 at 805 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #387.

Sargent Bickham Lagudis first reported a position in VFH in Q3 2016 and has held it in 19 quarters since. The position peaked at $133K in Q4 2019. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Sargent Bickham Lagudis held 805 shares of Vanguard Financials ETF worth $66.6K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Financials ETF share count unchanged in Q4 2022.
Vanguard Financials ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #387 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Financials ETF in Q3 2016 and has held it in 19 quarters since.
Sargent Bickham Lagudis's Vanguard Financials ETF position peaked at $133K in Q4 2019.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

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