Squar Milner Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,156	Closed	-$211K	–	191
2020 Q2	$211K	Buy	5,156 +2,220	+76%	+$85K	0.12%	198
2020 Q1	$96K	Hold	2,936	–	–	0.06%	276
2019 Q4	$130K	Sell	2,936 -2,220	-43%	-$95.3K	0.06%	275
2019 Q3	$227K	Buy	5,156 +2,220	+76%	+$92.8K	0.12%	192
2019 Q2	$123K	Hold	2,936	–	–	0.08%	242
2019 Q1	$117K	Hold	2,936	–	–	0.09%	239
2018 Q4	$101K	Hold	2,936	–	–	0.1%	221
2018 Q3	$121K	Sell	2,936 -1,604	-35%	-$65.5K	0.11%	219
2018 Q2	$179K	Buy	+4,540	New	+$178K	0.16%	177

Other funds holding VO

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 5,156 shares — an estimated $211K sold.

Squar Milner Financial Services first reported a position in VO in Q2 2018 and held it in 9 quarters. The position peaked at $227K in Q3 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

Squar Milner Financial Services reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,156 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $211K.
Squar Milner Financial Services first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Vanguard Mid-Cap ETF position peaked at $227K in Q3 2019.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

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