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SBL
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
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
EHC
Everett Harris & Co
Los Angeles, California
$7.77B AUM
9.43%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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