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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-21	Closed	-$1K	–	697
2020 Q1	$1K	Sell	21 -6	-22%	-$728	﹤0.01%	741
2019 Q4	$3K	Buy	+27	New	+$3.58K	﹤0.01%	714
2019 Q3	–	Sell	-21	Closed	-$3K	–	691
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	692
2019 Q1	$2K	Hold	21	–	–	﹤0.01%	784
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	698
2018 Q3	$3K	Buy	+21	New	+$2.94K	﹤0.01%	700

Other funds holding VBR

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

Squar Milner Financial Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2020, closing a stake of 21 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in VBR in Q3 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 712 funds tracked by Wall St. Rank hold VBR as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 21 Vanguard Small-Cap Value ETF shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Vanguard Small-Cap Value ETF position peaked at $3K in Q4 2019.
712 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2020.

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