Squar Milner Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,468	Closed	-$290K	–	187
2020 Q2	$290K	Buy	7,468 +907	+14%	+$33.1K	0.16%	156
2020 Q1	$218K	Buy	6,561 +5	+0.1%	+$201	0.13%	154
2019 Q4	$288K	Sell	6,556 -919	-12%	-$39.2K	0.14%	146
2019 Q3	$306K	Buy	7,475 +6,237	+504%	+$255K	0.16%	157
2019 Q2	$52K	Sell	1,238 -40	-3%	-$1.65K	0.04%	344
2019 Q1	$52K	Hold	1,278	–	–	0.04%	318
2018 Q4	$47K	Sell	1,278 -1,555	-55%	-$61.6K	0.05%	299
2018 Q3	$123K	Buy	2,833 +282	+11%	+$12.2K	0.11%	216
2018 Q2	$109K	Buy	+2,551	New	+$114K	0.1%	239

Other funds holding VEA

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2020, closing a stake of 7,468 shares — an estimated $290K sold.

Squar Milner Financial Services first reported a position in VEA in Q2 2018 and held it in 9 quarters. The position peaked at $306K in Q3 2019. 1,297 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

Squar Milner Financial Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 7,468 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $290K.
Squar Milner Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $306K in Q3 2019.
1,297 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

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