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Argent Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Argent Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$674K Sell
16,081
-646
-4% -$23.6K 0.11% 96
2020
Q1 		$561K Buy
16,727
+10
+0.1% +$401 0.11% 95
2019
Q4 		$737K Buy
+16,717
New +$713K 0.12% 98

Other funds holding VEA

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Argent Wealth Management's VEA Position: Q2 2020 in Review

Argent Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.9% in Q2 2020, selling an estimated $23.6K and leaving 16,081 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #96.

Argent Wealth Management first reported a position in VEA in Q4 2019 and has held it in 3 quarters since. The position peaked at $737K in Q4 2019. 1,262 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

  • Argent Wealth Management held 16,081 shares of Vanguard FTSE Developed Markets ETF worth $674K as of Q2 2020.
  • Argent Wealth Management sold 646 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $23.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.11% of Argent Wealth Management's portfolio in Q2 2020, its #96 holding.
  • Argent Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $737K in Q4 2019.
  • 1,262 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.