Argent Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$684K	Buy	4,001 +784	+24%	+$116K	0.11%	95
2020 Q1	$425K	Sell	3,217 -921	-22%	-$142K	0.09%	111
2019 Q4	$677K	Buy	+4,138	New	+$648K	0.11%	104

Other funds holding VTI

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Argent Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 24% in Q2 2020, buying an estimated $116K and bringing the position to 4,001 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #95.

Argent Wealth Management first reported a position in VTI in Q4 2019 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Argent Wealth Management held 4,001 shares of Vanguard Total Stock Market ETF worth $684K as of Q2 2020.
Argent Wealth Management bought 784 Vanguard Total Stock Market ETF shares in Q2 2020, an estimated $116K.
Vanguard Total Stock Market ETF made up 0.11% of Argent Wealth Management's portfolio in Q2 2020, its #95 holding.
Argent Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 3 quarters since.
1,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2020.

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