Sargent Bickham Lagudis’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$19.6K	Hold	128	–	–	﹤0.01%	611
2022 Q3	$18K	Hold	128	–	–	﹤0.01%	596
2022 Q2	$20K	Hold	128	–	–	﹤0.01%	594
2022 Q1	$21K	Hold	128	–	–	﹤0.01%	597
2021 Q4	$20K	Hold	128	–	–	﹤0.01%	605
2021 Q3	$18K	Hold	128	–	–	﹤0.01%	625
2021 Q2	$18K	Buy	+128	New	+$18.3K	﹤0.01%	626
2018 Q1	–	Sell	-20	Closed	-$2K	–	815
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	759
2017 Q3	$2K	Hold	20	–	–	﹤0.01%	773
2017 Q2	$2K	Buy	+20	New	+$2.31K	﹤0.01%	730

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Vanguard Utilities ETF (VPU) position steady in Q4 2022 at 128 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Sargent Bickham Lagudis first reported a position in VPU in Q2 2017 and has held it in 10 quarters since. The position peaked at $21K in Q1 2022. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

Sargent Bickham Lagudis held 128 shares of Vanguard Utilities ETF worth $19.6K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Utilities ETF share count unchanged in Q4 2022.
Vanguard Utilities ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #611 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Utilities ETF in Q2 2017 and has held it in 10 quarters since.
Sargent Bickham Lagudis's Vanguard Utilities ETF position peaked at $21K in Q1 2022.
497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

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