Squar Milner Financial Services’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-419	Closed	-$21K	–	702
2020 Q1	$21K	Hold	419	–	–	0.01%	466
2019 Q4	$31K	Buy	+419	New	+$30.6K	0.02%	464
2019 Q3	–	Sell	-3,432	Closed	-$237K	–	695
2019 Q2	$237K	Sell	3,432 -2,264	-40%	-$154K	0.16%	141
2019 Q1	$367K	Buy	5,696 +5,568	+4,350%	+$361K	0.27%	85
2018 Q4	$8K	Hold	128	–	–	0.01%	512
2018 Q3	$9K	Hold	128	–	–	0.01%	530
2018 Q2	$9K	Buy	+128	New	+$8.94K	0.01%	624

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 419 shares — an estimated $21K sold.

Squar Milner Financial Services first reported a position in VFH in Q2 2018 and held it in 7 quarters. The position peaked at $367K in Q1 2019. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 419 Vanguard Financials ETF shares in Q2 2020, an estimated $21K.
Squar Milner Financial Services first reported a position in Vanguard Financials ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Vanguard Financials ETF position peaked at $367K in Q1 2019.
358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

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