Sargent Bickham Lagudis’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-198	Closed	-$29K	–	919
2020 Q3	$29K	Buy	198 +1	+0.5%	+$141	﹤0.01%	459
2020 Q2	$26K	Buy	197 +1	+0.5%	+$122	﹤0.01%	451
2020 Q1	$22K	Sell	196 -8	-4%	-$1.14K	﹤0.01%	459
2019 Q4	$31K	Hold	204	–	–	﹤0.01%	452
2019 Q3	$30K	Hold	204	–	–	﹤0.01%	414
2019 Q2	$30K	Hold	204	–	–	﹤0.01%	437
2019 Q1	$29K	Hold	204	–	–	﹤0.01%	463
2018 Q4	$25K	Sell	204 -150	-42%	-$19.9K	﹤0.01%	460
2018 Q3	$52K	Buy	354 +150	+74%	+$21.6K	0.01%	358
2018 Q2	$28K	Hold	204	–	–	﹤0.01%	442
2018 Q1	$28K	Sell	204 -46	-18%	-$6.63K	﹤0.01%	446
2017 Q4	$36K	Sell	250 -34	-12%	-$4.67K	﹤0.01%	418
2017 Q3	$38K	Buy	284 +8	+3%	+$1.04K	﹤0.01%	413
2017 Q2	$35K	Buy	276 +80	+41%	+$10.1K	﹤0.01%	412
2017 Q1	$24K	Hold	196	–	–	﹤0.01%	465
2016 Q4	$23K	Hold	196	–	–	﹤0.01%	447
2016 Q3	$22K	Hold	196	–	–	﹤0.01%	468
2016 Q2	$21K	Hold	196	–	–	﹤0.01%	454
2016 Q1	$21K	Buy	+196	New	+$19.1K	﹤0.01%	476

Other funds holding VIS

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

BCMIO

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sargent Bickham Lagudis's VIS Position: Q4 2020 in Review

Sargent Bickham Lagudis sold out of Vanguard Industrials ETF (VIS) in Q4 2020, closing a stake of 198 shares — an estimated $29K sold.

Sargent Bickham Lagudis first reported a position in VIS in Q1 2016 and held it in 19 quarters. The position peaked at $52K in Q3 2018. 293 funds tracked by Wall St. Rank hold VIS as of Q4 2020.

Sargent Bickham Lagudis reported no remaining Vanguard Industrials ETF position as of Q4 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 198 Vanguard Industrials ETF shares in Q4 2020, an estimated $29K.
Sargent Bickham Lagudis first reported a position in Vanguard Industrials ETF in Q1 2016 and held it in 19 quarters.
Sargent Bickham Lagudis's Vanguard Industrials ETF position peaked at $52K in Q3 2018.
293 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2020, filed 24 May 2021.