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Argent Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Argent Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$733K Buy
16,792
+1,793
+12% +$66.4K 0.12% 91
2020
Q1 		$514K Sell
14,999
-3,459
-19% -$141K 0.1% 100
2019
Q4 		$821K Buy
+18,458
New +$782K 0.14% 92

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Argent Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2020, buying an estimated $66.4K and bringing the position to 16,792 shares worth $733K. The position accounts for 0.12% of the portfolio, ranked #91.

Argent Wealth Management first reported a position in VWO in Q4 2019 and has held it in 3 quarters since. The position peaked at $821K in Q4 2019. 1,435 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

  • Argent Wealth Management held 16,792 shares of Vanguard FTSE Emerging Markets ETF worth $733K as of Q2 2020.
  • Argent Wealth Management bought 1,793 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $66.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.12% of Argent Wealth Management's portfolio in Q2 2020, its #91 holding.
  • Argent Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $821K in Q4 2019.
  • 1,435 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

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