Sargent Bickham Lagudis’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$87.6K	Sell	487 -24	-5%	-$4.35K	0.01%	358
2022 Q3	$87K	Sell	511 -99	-16%	-$18.7K	0.01%	331
2022 Q2	$107K	Buy	610 +26	+4%	+$5.03K	0.01%	313
2022 Q1	$130K	Hold	584	–	–	0.01%	302
2021 Q4	$149K	Buy	584 +1	+0.2%	+$252	0.01%	280
2021 Q3	$138K	Sell	583 -60	-9%	-$14.5K	0.01%	290
2021 Q2	$152K	Hold	643	–	–	0.01%	289
2021 Q1	$138K	Buy	643 +1	+0.2%	+$217	0.01%	295
2020 Q4	$136K	Buy	642 +1	+0.2%	+$197	0.01%	288
2020 Q3	$115K	Sell	641 -693	-52%	-$122K	0.01%	277
2020 Q2	$220K	Buy	1,334 +601	+82%	+$90.9K	0.02%	193
2020 Q1	$93K	Sell	733 -136	-16%	-$20.7K	0.01%	267
2019 Q4	$138K	Buy	869 +140	+19%	+$21.4K	0.02%	240
2019 Q3	$108K	Buy	729 +2	+0.3%	+$300	0.01%	251
2019 Q2	$108K	Buy	727 +1	+0.1%	+$146	0.01%	272
2019 Q1	$104K	Hold	726	–	–	0.01%	286
2018 Q4	$87K	Sell	726 -2	-0.3%	-$257	0.01%	290
2018 Q3	$104K	Sell	728 -290	-28%	-$40.6K	0.01%	271
2018 Q2	$137K	Buy	+1,018	New	+$135K	0.02%	243

Other funds holding VOT

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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Sargent Bickham Lagudis reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.7% in Q4 2022, selling an estimated $4.35K and leaving 487 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #358.

Sargent Bickham Lagudis first reported a position in VOT in Q2 2018 and has held it in 19 quarters since. The position peaked at $220K in Q2 2020. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

Sargent Bickham Lagudis held 487 shares of Vanguard Mid-Cap Growth ETF worth $87.6K as of Q4 2022.
Sargent Bickham Lagudis sold 24 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $4.35K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #358 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and has held it in 19 quarters since.
Sargent Bickham Lagudis's Vanguard Mid-Cap Growth ETF position peaked at $220K in Q2 2020.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

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