Squar Milner Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,268	Closed	-$311K	–	186
2020 Q2	$311K	Buy	3,268 +952	+41%	+$87.6K	0.18%	146
2020 Q1	$201K	Buy	2,316 +503	+28%	+$45.8K	0.12%	164
2019 Q4	$165K	Sell	1,813 -1,579	-47%	-$144K	0.08%	233
2019 Q3	$325K	Buy	3,392 +3,364	+12,014%	+$305K	0.17%	150
2019 Q2	$2K	Buy	+28	New	+$2.45K	﹤0.01%	754

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Squar Milner Financial Services's VCIT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2020, closing a stake of 3,268 shares — an estimated $311K sold.

Squar Milner Financial Services first reported a position in VCIT in Q2 2019 and held it in 5 quarters. The position peaked at $325K in Q3 2019. 708 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

Squar Milner Financial Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,268 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020, an estimated $311K.
Squar Milner Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
Squar Milner Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $325K in Q3 2019.
708 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.