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Argent Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Argent Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$275K Buy
3,372
+2
+0.1% +$141 0.05% 145
2020
Q1 		$215K Sell
3,370
-474
-12% -$35.7K 0.04% 150
2019
Q4 		$311K Buy
+3,844
New +$299K 0.05% 143

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Argent Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.06% in Q2 2020, buying an estimated $141 and bringing the position to 3,372 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #145.

Argent Wealth Management first reported a position in VT in Q4 2019 and has held it in 3 quarters since. The position peaked at $311K in Q4 2019. 481 funds tracked by Wall St. Rank hold VT as of Q2 2020.

  • Argent Wealth Management held 3,372 shares of Vanguard Total World Stock ETF worth $275K as of Q2 2020.
  • Argent Wealth Management bought 2 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $141.
  • Vanguard Total World Stock ETF made up 0.05% of Argent Wealth Management's portfolio in Q2 2020, its #145 holding.
  • Argent Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Vanguard Total World Stock ETF position peaked at $311K in Q4 2019.
  • 481 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

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