Argent Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Argent Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$243K	Buy	+786	New	+$212K	0.04%	150
2020 Q1	–	Sell	-730	Closed	-$216K	–	185
2019 Q4	$216K	Buy	+730	New	+$206K	0.04%	167

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Argent Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2020: 786 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Argent Wealth Management previously reported a position in VOO as recently as Q4 2019.

Argent Wealth Management first reported a position in VOO in Q4 2019 and has held it in 2 quarters since. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

Argent Wealth Management held 786 shares of Vanguard S&P 500 ETF worth $243K as of Q2 2020.
Vanguard S&P 500 ETF was a new Argent Wealth Management position in Q2 2020.
Vanguard S&P 500 ETF made up 0.04% of Argent Wealth Management's portfolio in Q2 2020, its #150 holding.
Argent Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 2 quarters since.
1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

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