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Squar Milner Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Squar Milner Financial Services’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-159
Closed -$6K – 698
2020
Q1 		$6K Buy
+159
New +$10.1K ﹤0.01% 589

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard Energy ETF (VDE) in Q2 2020, closing a stake of 159 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in VDE in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 306 funds tracked by Wall St. Rank hold VDE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Vanguard Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 159 Vanguard Energy ETF shares in Q2 2020, an estimated $6K.
  • Squar Milner Financial Services first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's Vanguard Energy ETF position peaked at $6K in Q1 2020.
  • 306 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2020.

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