SBL
Sargent Bickham Lagudis’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.88M | Buy |
33,738
+508
| +2% | +$104K | 0.56% | 38 |
|
|
2022
Q3 | $6.25M | Sell |
33,230
-211
| -0.6% | -$39.7K | 0.56% | 40 |
|
|
2022
Q2 | $6.59M | Sell |
33,441
-60
| -0.2% | -$11.8K | 0.57% | 36 |
|
|
2022
Q1 | $7.97M | Buy |
33,501
+3,179
| +10% | +$756K | 0.62% | 36 |
|
|
2021
Q4 | $7.73M | Buy |
30,322
+66
| +0.2% | +$16.8K | 0.58% | 38 |
|
|
2021
Q3 | $7.16M | Buy |
30,256
+128
| +0.4% | +$30.3K | 0.58% | 37 |
|
|
2021
Q2 | $7.15M | Sell |
30,128
-128
| -0.4% | -$30.4K | 0.58% | 38 |
|
|
2021
Q1 | $6.7M | Sell |
30,256
-609
| -2% | -$135K | 0.59% | 40 |
|
|
2020
Q4 | $6.38M | Buy |
30,865
+499
| +2% | +$103K | 0.59% | 39 |
|
|
2020
Q3 | $5.35M | Sell |
30,366
-736
| -2% | -$130K | 0.54% | 45 |
|
|
2020
Q2 | $5.1M | Sell |
31,102
-368
| -1% | -$60.3K | 0.55% | 42 |
|
|
2020
Q1 | $4.14M | Buy |
31,470
+19,443
| +162% | +$2.56M | 0.53% | 40 |
|
|
2019
Q4 | $2.14M | Buy |
12,027
+15
| +0.1% | +$2.67K | 0.24% | 84 |
|
|
2019
Q3 | $2.01M | Sell |
12,012
-450
| -4% | -$75.5K | 0.24% | 83 |
|
|
2019
Q2 | $2.08M | Sell |
12,462
-155
| -1% | -$25.9K | 0.25% | 83 |
|
|
2019
Q1 | $2.03M | Sell |
12,617
-94
| -0.7% | -$15.1K | 0.23% | 91 |
|
|
2018
Q4 | $1.76M | Buy |
12,711
+613
| +5% | +$84.7K | 0.23% | 88 |
|
|
2018
Q3 | $1.99M | Sell |
12,098
-179
| -1% | -$29.4K | 0.24% | 87 |
|
|
2018
Q2 | $1.94M | Sell |
12,277
-908
| -7% | -$143K | 0.24% | 86 |
|
|
2018
Q1 | $2.03M | Sell |
13,185
-1,502
| -10% | -$232K | 0.25% | 82 |
|
|
2017
Q4 | $2.27M | Sell |
14,687
-360
| -2% | -$55.7K | 0.27% | 83 |
|
|
2017
Q3 | $2.21M | Sell |
15,047
-548
| -4% | -$80.6K | 0.27% | 80 |
|
|
2017
Q2 | $2.22M | Sell |
15,595
-616
| -4% | -$87.8K | 0.28% | 79 |
|
|
2017
Q1 | $2.26M | Sell |
16,211
-657
| -4% | -$91.5K | 0.29% | 79 |
|
|
2016
Q4 | $2.22M | Buy |
16,868
+16,435
| +3,796% | +$2.16M | 0.34% | 76 |
|
|
2016
Q3 | $2.28K | Sell |
433
-17,547
| -98% | -$92.4K | 0.34% | 77 |
|
|
2016
Q2 | $2.22M | Sell |
17,980
-2,663
| -13% | -$329K | 0.35% | 82 |
|
|
2016
Q1 | $2.5M | Buy |
+20,643
| New | +$2.5M | 0.4% | 69 |
|