Squar Milner Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,476	Closed	-$273K	–	190
2020 Q2	$273K	Sell	3,476 -217	-6%	-$16.5K	0.16%	165
2020 Q1	$257K	Sell	3,693 -6	-0.2%	-$527	0.15%	136
2019 Q4	$343K	Buy	3,699 +800	+28%	+$74.1K	0.17%	125
2019 Q3	$229K	Sell	2,899 -794	-22%	-$72.1K	0.12%	190
2019 Q2	$323K	Buy	3,693 +850	+30%	+$74.4K	0.22%	107
2019 Q1	$247K	Hold	2,843	–	–	0.18%	139
2018 Q4	$212K	Hold	2,843	–	–	0.2%	127
2018 Q3	$229K	Buy	2,843 +465	+20%	+$38.3K	0.21%	131
2018 Q2	$194K	Buy	+2,378	New	+$184K	0.17%	164
2018 Q1	–	Sell	-3,344	Closed	-$263K	–	175
2017 Q4	$263K	Buy	+3,344	New	+$280K	0.32%	113

Other funds holding VNQ

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

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

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

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 3,476 shares — an estimated $273K sold.

Squar Milner Financial Services first reported a position in VNQ in Q4 2017 and held it in 10 quarters. The position peaked at $343K in Q4 2019. 1,198 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Squar Milner Financial Services reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,476 Vanguard Real Estate ETF shares in Q3 2020, an estimated $273K.
Squar Milner Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Vanguard Real Estate ETF position peaked at $343K in Q4 2019.
1,198 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

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