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Sargent Bickham Lagudis’s Vanguard Real Estate ETF VNQ Stock Holding History

Sargent Bickham Lagudis’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$323K Sell
3,915
-27
-0.7% -$2.24K 0.03% 225
2022
Q3 		$316K Buy
3,942
+5
+0.1% +$468 0.03% 205
2022
Q2 		$358K Sell
3,937
-15
-0.4% -$1.5K 0.03% 206
2022
Q1 		$429K Sell
3,952
-667
-14% -$70.6K 0.03% 192
2021
Q4 		$536K Buy
4,619
+145
+3% +$15.8K 0.04% 172
2021
Q3 		$455K Buy
4,474
+4
+0.1% +$424 0.04% 178
2021
Q2 		$455K Buy
4,470
+3,169
+244% +$314K 0.04% 179
2021
Q1 		$120K Buy
1,301
+3
+0.2% +$264 0.01% 313
2020
Q4 		$110K Sell
1,298
-321
-20% -$26.6K 0.01% 315
2020
Q3 		$128K Sell
1,619
-525
-24% -$42.1K 0.01% 264
2020
Q2 		$168K Hold
2,144
– – 0.02% 218
2020
Q1 		$150K Buy
2,144
+445
+26% +$39.1K 0.02% 216
2019
Q4 		$158K Buy
1,699
+3
+0.2% +$278 0.02% 230
2019
Q3 		$158K Buy
1,696
+57
+3% +$5.17K 0.02% 214
2019
Q2 		$143K Sell
1,639
-2,314
-59% -$203K 0.02% 237
2019
Q1 		$344K Buy
3,953
+1,808
+84% +$149K 0.04% 174
2018
Q4 		$160K Buy
2,145
+598
+39% +$47.1K 0.02% 223
2018
Q3 		$125K Buy
1,547
+9
+0.6% +$741 0.01% 249
2018
Q2 		$125K Buy
1,538
+11
+0.7% +$852 0.02% 248
2018
Q1 		$115K Sell
1,527
-407
-21% -$31.1K 0.01% 259
2017
Q4 		$160K Sell
1,934
-171
-8% -$14.3K 0.02% 239
2017
Q3 		$175K Sell
2,105
-2,389
-53% -$200K 0.02% 229
2017
Q2 		$374K Buy
4,494
+2,621
+140% +$219K 0.05% 157
2017
Q1 		$155K Sell
1,873
-40
-2% -$3.32K 0.02% 234
2016
Q4 		$158K Sell
1,913
-1,224
-39% -$99.7K 0.02% 222
2016
Q3 		$272K Buy
3,137
+256
+9% +$22.8K 0.04% 176
2016
Q2 		$255K Buy
2,881
+112
+4% +$9.41K 0.04% 179
2016
Q1 		$232K Buy
+2,769
New +$216K 0.04% 185

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Vanguard Real Estate ETF (VNQ) stake by 0.68% in Q4 2022, selling an estimated $2.24K and leaving 3,915 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #225.

Sargent Bickham Lagudis first reported a position in VNQ in Q1 2016 and has held it in 28 quarters since. The position peaked at $536K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Sargent Bickham Lagudis held 3,915 shares of Vanguard Real Estate ETF worth $323K as of Q4 2022.
  • Sargent Bickham Lagudis sold 27 Vanguard Real Estate ETF shares in Q4 2022, an estimated $2.24K.
  • Vanguard Real Estate ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #225 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Real Estate ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Vanguard Real Estate ETF position peaked at $536K in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

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