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Sargent Bickham Lagudis’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Sargent Bickham Lagudis’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$10.6K Buy
256
+22
+9% +$877 ﹤0.01% 718
2022
Q3 		$9K Hold
234
– – ﹤0.01% 713
2022
Q2 		$10K Hold
234
– – ﹤0.01% 702
2022
Q1 		$12K Sell
234
-30
-11% -$1.56K ﹤0.01% 692
2021
Q4 		$14K Hold
264
– – ﹤0.01% 665
2021
Q3 		$15K Hold
264
– – ﹤0.01% 659
2021
Q2 		$15K Buy
264
+30
+13% +$1.75K ﹤0.01% 659
2021
Q1 		$13K Hold
234
– – ﹤0.01% 657
2020
Q4 		$13K Hold
234
– – ﹤0.01% 622
2020
Q3 		$11K Hold
234
– – ﹤0.01% 586
2020
Q2 		$11K Hold
234
– – ﹤0.01% 570
2020
Q1 		$10K Sell
234
-501
-68% -$27K ﹤0.01% 558
2019
Q4 		$43K Buy
735
+515
+234% +$30.9K ﹤0.01% 409
2019
Q3 		$13K Buy
220
+1
+0.5% +$58 ﹤0.01% 537
2019
Q2 		$13K Buy
219
+2
+0.9% +$117 ﹤0.01% 560
2019
Q1 		$13K Hold
217
– – ﹤0.01% 578
2018
Q4 		$11K Sell
217
-269
-55% -$14.5K ﹤0.01% 573
2018
Q3 		$27K Buy
486
+3
+0.6% +$173 ﹤0.01% 453
2018
Q2 		$28K Hold
483
– – ﹤0.01% 443
2018
Q1 		$29K Hold
483
– – ﹤0.01% 441
2017
Q4 		$29K Buy
483
+7
+1% +$421 ﹤0.01% 444
2017
Q3 		$28K Buy
476
+276
+138% +$16.1K ﹤0.01% 452
2017
Q2 		$11K Buy
+200
New +$11.1K ﹤0.01% 562
2016
Q3 		– Sell
-205
Closed -$11K – 782
2016
Q2 		$11K Buy
+205
New +$11.1K ﹤0.01% 538

Other funds holding VNQI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 9.4% in Q4 2022, buying an estimated $877 and bringing the position to 256 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Sargent Bickham Lagudis first reported a position in VNQI in Q2 2016 and has held it in 24 quarters since. The position peaked at $43K in Q4 2019. 354 funds tracked by Wall St. Rank hold VNQI as of Q4 2022.

  • Sargent Bickham Lagudis held 256 shares of Vanguard Global ex-US Real Estate ETF worth $10.6K as of Q4 2022.
  • Sargent Bickham Lagudis bought 22 Vanguard Global ex-US Real Estate ETF shares in Q4 2022, an estimated $877.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #718 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2016 and has held it in 24 quarters since.
  • Sargent Bickham Lagudis's Vanguard Global ex-US Real Estate ETF position peaked at $43K in Q4 2019.
  • 354 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2022.

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