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Sargent Bickham Lagudis’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sargent Bickham Lagudis’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.96M Buy
39,279
+6,111
+18% +$911K 0.49% 46
2022
Q3 		$4.48M Sell
33,168
-3,918
-11% -$583K 0.4% 53
2022
Q2 		$5.32M Buy
37,086
+29,307
+377% +$4.46M 0.46% 47
2022
Q1 		$1.26M Sell
7,779
-24,675
-76% -$3.98M 0.1% 126
2021
Q4 		$5.57M Buy
32,454
+5,636
+21% +$929K 0.42% 53
2021
Q3 		$4.12M Buy
26,818
+18,493
+222% +$2.95M 0.34% 65
2021
Q2 		$1.29M Buy
8,325
+6,507
+358% +$999K 0.11% 117
2021
Q1 		$267K Sell
1,818
-7,694
-81% -$1.09M 0.02% 216
2020
Q4 		$1.34M Buy
9,512
+7,802
+456% +$1.06M 0.12% 110
2020
Q3 		$220K Sell
1,710
-333
-16% -$41.9K 0.02% 201
2020
Q2 		$239K Sell
2,043
-47
-2% -$5.35K 0.03% 184
2020
Q1 		$216K Sell
2,090
-169
-7% -$20.2K 0.03% 193
2019
Q4 		$282K Buy
2,259
+130
+6% +$15.7K 0.03% 175
2019
Q3 		$255K Buy
2,129
+1
+0% +$118 0.03% 174
2019
Q2 		$245K Sell
2,128
-37
-2% -$4.15K 0.03% 184
2019
Q1 		$237K Sell
2,165
-139
-6% -$14.7K 0.03% 193
2018
Q4 		$226K Buy
2,304
+56
+2% +$5.84K 0.03% 185
2018
Q3 		$249K Buy
2,248
+1
+0% +$107 0.03% 187
2018
Q2 		$228K Buy
2,247
+1
+0% +$102 0.03% 192
2018
Q1 		$227K Sell
2,246
-274
-11% -$28.4K 0.03% 192
2017
Q4 		$257K Sell
2,520
-346
-12% -$34.1K 0.03% 191
2017
Q3 		$272K Sell
2,866
-275
-9% -$25.7K 0.03% 183
2017
Q2 		$291K Sell
3,141
-482
-13% -$44.2K 0.04% 172
2017
Q1 		$326K Buy
3,623
+329
+10% +$29.2K 0.04% 168
2016
Q4 		$281K Buy
3,294
+37
+1% +$3.11K 0.04% 168
2016
Q3 		$273K Sell
3,257
-59
-2% -$5K 0.04% 175
2016
Q2 		$276K Sell
3,316
-100
-3% -$8.17K 0.04% 172
2016
Q1 		$278K Buy
+3,416
New +$262K 0.04% 174

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q4 2022, buying an estimated $911K and bringing the position to 39,279 shares worth $5.96M. The position accounts for 0.49% of the portfolio, ranked #46.

Sargent Bickham Lagudis first reported a position in VIG in Q1 2016 and has held it in 28 quarters since. 1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Sargent Bickham Lagudis held 39,279 shares of Vanguard Dividend Appreciation ETF worth $5.96M as of Q4 2022.
  • Sargent Bickham Lagudis bought 6,111 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $911K.
  • Vanguard Dividend Appreciation ETF made up 0.49% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #46 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 28 quarters since.
  • 1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

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