Squar Milner Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Squar Milner Financial Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-704	Closed	-$81K	–	696
2020 Q1	$81K	Hold	704	–	–	0.05%	308
2019 Q4	$116K	Buy	+704	New	+$112K	0.06%	294
2019 Q3	–	Sell	-704	Closed	-$110K	–	690
2019 Q2	$110K	Hold	704	–	–	0.07%	265
2019 Q1	$107K	Hold	704	–	–	0.08%	248
2018 Q4	$93K	Hold	704	–	–	0.09%	230
2018 Q3	$114K	Buy	704 +104	+17%	+$16.8K	0.1%	225
2018 Q2	$93K	Buy	+600	New	+$91.8K	0.08%	259

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Squar Milner Financial Services's VB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 704 shares — an estimated $81K sold.

Squar Milner Financial Services first reported a position in VB in Q2 2018 and held it in 7 quarters. The position peaked at $116K in Q4 2019. 1,104 funds tracked by Wall St. Rank hold VB as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 704 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $81K.
Squar Milner Financial Services first reported a position in Vanguard Small-Cap ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Vanguard Small-Cap ETF position peaked at $116K in Q4 2019.
1,104 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.