Squar Milner Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-807	Closed	-$83K	–	705
2020 Q1	$83K	Buy	807 +63	+8%	+$7.52K	0.05%	305
2019 Q4	$92K	Buy	+744	New	+$90K	0.05%	345
2019 Q3	–	Sell	-1,091	Closed	-$126K	–	698
2019 Q2	$126K	Sell	1,091 -2,040	-65%	-$229K	0.08%	236
2019 Q1	$343K	Sell	3,131 -1	-0%	-$105	0.25%	90
2018 Q4	$307K	Buy	3,132 +68	+2%	+$7.09K	0.3%	87
2018 Q3	$339K	Sell	3,064 -148	-5%	-$15.9K	0.31%	84
2018 Q2	$326K	Buy	3,212 +1	+0%	+$102	0.29%	93
2018 Q1	$324K	Hold	3,211	–	–	0.41%	81
2017 Q4	$348K	Buy	+3,211	New	+$316K	0.42%	86

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Squar Milner Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 807 shares — an estimated $83K sold.

Squar Milner Financial Services first reported a position in VIG in Q4 2017 and held it in 9 quarters. The position peaked at $348K in Q4 2017. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 807 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $83K.
Squar Milner Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Vanguard Dividend Appreciation ETF position peaked at $348K in Q4 2017.
1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

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