Sargent Bickham Lagudis’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$4.91M	Buy	45,392 +4,444	+11%	+$473K	0.4%	55
2022 Q3	$3.88M	Buy	40,948 +3,958	+11%	+$412K	0.35%	61
2022 Q2	$3.76M	Buy	36,990 +3,534	+11%	+$383K	0.33%	65
2022 Q1	$3.75M	Sell	33,456 -6,256	-16%	-$698K	0.29%	72
2021 Q4	$4.45M	Buy	39,712 +4,816	+14%	+$524K	0.34%	65
2021 Q3	$3.61M	Buy	34,896 +4,557	+15%	+$482K	0.29%	77
2021 Q2	$3.18M	Buy	30,339 +3,007	+11%	+$316K	0.26%	82
2021 Q1	$2.76M	Buy	27,332 +1,803	+7%	+$174K	0.24%	83
2020 Q4	$2.34M	Sell	25,529 -9,834	-28%	-$854K	0.22%	86
2020 Q3	$2.86M	Sell	35,363 -3,471	-9%	-$284K	0.29%	70
2020 Q2	$3.06M	Buy	38,834 +668	+2%	+$51.9K	0.33%	68
2020 Q1	$2.7M	Sell	38,166 -4,626	-11%	-$397K	0.35%	65
2019 Q4	$4.01M	Buy	42,792 +3,201	+8%	+$290K	0.44%	52
2019 Q3	$3.51M	Buy	39,591 +3,142	+9%	+$275K	0.42%	53
2019 Q2	$3.19M	Sell	36,449 -942	-3%	-$81.5K	0.38%	61
2019 Q1	$3.2M	Sell	37,391 -2,615	-7%	-$218K	0.37%	62
2018 Q4	$3.12M	Sell	40,006 -7,716	-16%	-$644K	0.4%	62
2018 Q3	$4.16M	Sell	47,722 -5,868	-11%	-$508K	0.49%	52
2018 Q2	$4.45M	Sell	53,590 -1,933	-3%	-$162K	0.55%	44
2018 Q1	$4.58M	Sell	55,523 -1,765	-3%	-$152K	0.57%	40
2017 Q4	$4.91M	Sell	57,288 -4,966	-8%	-$415K	0.59%	40
2017 Q3	$5.05M	Sell	62,254 -1,165	-2%	-$92.5K	0.63%	38
2017 Q2	$4.96M	Buy	63,419 +24	+0%	+$1.87K	0.63%	35
2017 Q1	$4.92M	Sell	63,395 -259	-0.4%	-$20K	0.64%	36
2016 Q4	$4.82M	Sell	63,654 -1,299	-2%	-$95.3K	0.74%	32
2016 Q3	$4.69M	Buy	64,953 +12,748	+24%	+$926K	0.71%	33
2016 Q2	$3.73M	Buy	52,205 +14,798	+40%	+$1.03M	0.58%	48
2016 Q1	$2.58M	Buy	+37,407	New	+$2.45M	0.42%	68

Other funds holding VYM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q4 2022, buying an estimated $473K and bringing the position to 45,392 shares worth $4.91M. The position accounts for 0.4% of the portfolio, ranked #55.

Sargent Bickham Lagudis first reported a position in VYM in Q1 2016 and has held it in 28 quarters since. The position peaked at $5.05M in Q3 2017. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Sargent Bickham Lagudis held 45,392 shares of Vanguard High Dividend Yield ETF worth $4.91M as of Q4 2022.
Sargent Bickham Lagudis bought 4,444 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $473K.
Vanguard High Dividend Yield ETF made up 0.4% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #55 holding.
Sargent Bickham Lagudis first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard High Dividend Yield ETF position peaked at $5.05M in Q3 2017.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

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