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Squar Milner Financial Services’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Squar Milner Financial Services’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4
Closed – – 873
2019
Q4 		$0 Buy
+4
New +$240 ﹤0.01% 866

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VA
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's VNQI Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 4 shares.

Squar Milner Financial Services first reported a position in VNQI in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 4 Vanguard Global ex-US Real Estate ETF shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Vanguard Global ex-US Real Estate ETF position peaked at $0 in Q4 2019.
  • 334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.