Sargent Bickham Lagudis’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2M	Buy	51,241 +19,815	+63%	+$755K	0.16%	107
2022 Q3	$1.15M	Sell	31,426 -17,320	-36%	-$703K	0.1%	123
2022 Q2	$2.03M	Buy	48,746 +9,561	+24%	+$413K	0.18%	113
2022 Q1	$1.81M	Sell	39,185 -89,294	-70%	-$4.3M	0.14%	113
2021 Q4	$6.36M	Buy	128,479 +101,200	+371%	+$5.1M	0.48%	48
2021 Q3	$1.36M	Buy	27,279 +1,565	+6%	+$80.9K	0.11%	114
2021 Q2	$1.4M	Buy	25,714 +4,905	+24%	+$261K	0.11%	114
2021 Q1	$1.08M	Sell	20,809 -975	-4%	-$51.9K	0.1%	118
2020 Q4	$1.09M	Sell	21,784 -179	-0.8%	-$8.41K	0.1%	117
2020 Q3	$950K	Sell	21,963 -26,459	-55%	-$1.15M	0.1%	113
2020 Q2	$1.92M	Sell	48,422 -14,223	-23%	-$527K	0.21%	90
2020 Q1	$2.1M	Buy	62,645 +50,820	+430%	+$2.07M	0.27%	78
2019 Q4	$526K	Buy	11,825 +4,443	+60%	+$188K	0.06%	142
2019 Q3	$297K	Sell	7,382 -507	-6%	-$20.9K	0.04%	166
2019 Q2	$336K	Sell	7,889 -35	-0.4%	-$1.47K	0.04%	167
2019 Q1	$337K	Buy	7,924 +771	+11%	+$31.7K	0.04%	177
2018 Q4	$273K	Sell	7,153 -14,347	-67%	-$556K	0.04%	175
2018 Q3	$882K	Sell	21,500 -8,077	-27%	-$340K	0.1%	122
2018 Q2	$1.25M	Sell	29,577 -22,720	-43%	-$1.03M	0.15%	106
2018 Q1	$2.46M	Sell	52,297 -224,235	-81%	-$10.8M	0.31%	71
2017 Q4	$12.7M	Buy	276,532 +5,502	+2%	+$246K	1.52%	13
2017 Q3	$11.8M	Buy	271,030 +109,645	+68%	+$4.74M	1.47%	13
2017 Q2	$6.59M	Buy	161,385 +13,383	+9%	+$542K	0.84%	26
2017 Q1	$5.88M	Buy	148,002 +34,957	+31%	+$1.35M	0.76%	26
2016 Q4	$4.04M	Buy	113,045 +55,443	+96%	+$2.03M	0.62%	40
2016 Q3	$2.17K	Buy	57,602 +52,893	+1,123%	+$1.97M	0.33%	81
2016 Q2	$166K	Sell	4,709 -523	-10%	-$17.9K	0.03%	224
2016 Q1	$181K	Buy	+5,232	New	+$164K	0.03%	216

Other funds holding VWO

AWA

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Sargent Bickham Lagudis increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 63% in Q4 2022, buying an estimated $755K and bringing the position to 51,241 shares worth $2M. The position accounts for 0.16% of the portfolio, ranked #107.

Sargent Bickham Lagudis first reported a position in VWO in Q1 2016 and has held it in 28 quarters since. The position peaked at $12.7M in Q4 2017. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Sargent Bickham Lagudis held 51,241 shares of Vanguard FTSE Emerging Markets ETF worth $2M as of Q4 2022.
Sargent Bickham Lagudis bought 19,815 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $755K.
Vanguard FTSE Emerging Markets ETF made up 0.16% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #107 holding.
Sargent Bickham Lagudis first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard FTSE Emerging Markets ETF position peaked at $12.7M in Q4 2017.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

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