Sargent Bickham Lagudis’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$146K	Hold	1,083	–	–	0.01%	296
2022 Q3	$132K	Hold	1,083	–	–	0.01%	276
2022 Q2	$140K	Hold	1,083	–	–	0.01%	282
2022 Q1	$162K	Sell	1,083 -1	-0.1%	-$147	0.01%	273
2021 Q4	$163K	Hold	1,084	–	–	0.01%	270
2021 Q3	$151K	Hold	1,084	–	–	0.01%	280
2021 Q2	$152K	Buy	1,084 +24	+2%	+$3.39K	0.01%	288
2021 Q1	$143K	Buy	1,060 +1	+0.1%	+$128	0.01%	289
2020 Q4	$126K	Hold	1,059	–	–	0.01%	296
2020 Q3	$107K	Hold	1,059	–	–	0.01%	284
2020 Q2	$101K	Sell	1,059 -145	-12%	-$13.3K	0.01%	277
2020 Q1	$98K	Hold	1,204	–	–	0.01%	259
2019 Q4	$144K	Hold	1,204	–	–	0.02%	235
2019 Q3	$136K	Hold	1,204	–	–	0.02%	224
2019 Q2	$134K	Hold	1,204	–	–	0.02%	243
2019 Q1	$130K	Hold	1,204	–	–	0.02%	256
2018 Q4	$115K	Buy	1,204 +1,052	+692%	+$110K	0.01%	252
2018 Q3	$17K	Buy	152 +7	+5%	+$795	﹤0.01%	529
2018 Q2	$16K	Hold	145	–	–	﹤0.01%	525
2018 Q1	$16K	Hold	145	–	–	﹤0.01%	518
2017 Q4	$16K	Hold	145	–	–	﹤0.01%	532
2017 Q3	$15K	Hold	145	–	–	﹤0.01%	551
2017 Q2	$15K	Hold	145	–	–	﹤0.01%	524
2017 Q1	$15K	Hold	145	–	–	﹤0.01%	531
2016 Q4	$14K	Hold	145	–	–	﹤0.01%	513
2016 Q3	$14	Sell	145 -357	-71%	-$33K	﹤0.01%	528
2016 Q2	$45K	Buy	+502	New	+$44.2K	0.01%	353

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q4 2022 at 1,083 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #296.

Sargent Bickham Lagudis first reported a position in VOE in Q2 2016 and has held it in 27 quarters since. The position peaked at $163K in Q4 2021. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Sargent Bickham Lagudis held 1,083 shares of Vanguard Mid-Cap Value ETF worth $146K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Mid-Cap Value ETF share count unchanged in Q4 2022.
Vanguard Mid-Cap Value ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #296 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Mid-Cap Value ETF in Q2 2016 and has held it in 27 quarters since.
Sargent Bickham Lagudis's Vanguard Mid-Cap Value ETF position peaked at $163K in Q4 2021.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

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