Sargent Bickham Lagudis’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$237K	Hold	955	–	–	0.02%	247
2022 Q3	$214K	Hold	955	–	–	0.02%	235
2022 Q2	$225K	Sell	955 -12	-1%	-$2.89K	0.02%	239
2022 Q1	$246K	Sell	967 -513	-35%	-$127K	0.02%	229
2021 Q4	$394K	Hold	1,480	–	–	0.03%	188
2021 Q3	$366K	Hold	1,480	–	–	0.03%	192
2021 Q2	$366K	Hold	1,480	–	–	0.03%	197
2021 Q1	$339K	Buy	1,480 +106	+8%	+$24.3K	0.03%	189
2020 Q4	$307K	Hold	1,374	–	–	0.03%	192
2020 Q3	$280K	Hold	1,374	–	–	0.03%	182
2020 Q2	$265K	Hold	1,374	–	–	0.03%	179
2020 Q1	$228K	Buy	1,374 +525	+62%	+$95.9K	0.03%	190
2019 Q4	$163K	Hold	849	–	–	0.02%	226
2019 Q3	$142K	Hold	849	–	–	0.02%	221
2019 Q2	$148K	Buy	849 +150	+21%	+$25.3K	0.02%	234
2019 Q1	$121K	Hold	699	–	–	0.01%	260
2018 Q4	$112K	Buy	699 +119	+21%	+$20.2K	0.01%	256
2018 Q3	$105K	Buy	580 +551	+1,900%	+$94.7K	0.01%	270
2018 Q2	$5K	Hold	29	–	–	﹤0.01%	672
2018 Q1	$4K	Sell	29 -57	-66%	-$9.1K	﹤0.01%	689
2017 Q4	$13K	Buy	86 +29	+51%	+$4.45K	﹤0.01%	569
2017 Q3	$9K	Hold	57	–	–	﹤0.01%	630
2017 Q2	$8K	Buy	+57	New	+$8.06K	﹤0.01%	611

Other funds holding VHT

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Vanguard Health Care ETF (VHT) position steady in Q4 2022 at 955 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #247.

Sargent Bickham Lagudis first reported a position in VHT in Q2 2017 and has held it in 23 quarters since. The position peaked at $394K in Q4 2021. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Sargent Bickham Lagudis held 955 shares of Vanguard Health Care ETF worth $237K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Health Care ETF share count unchanged in Q4 2022.
Vanguard Health Care ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #247 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 23 quarters since.
Sargent Bickham Lagudis's Vanguard Health Care ETF position peaked at $394K in Q4 2021.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

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