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

Squar Milner Financial Services’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-699
Closed -$77K – 865
2018
Q2 		$77K Buy
+699
New +$77.4K 0.07% 281

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's VOE Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2018, closing a stake of 699 shares — an estimated $77K sold.

Squar Milner Financial Services first reported a position in VOE in Q2 2018 and held it in 1 quarter. The position peaked at $77K in Q2 2018. 443 funds tracked by Wall St. Rank hold VOE as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 699 Vanguard Mid-Cap Value ETF shares in Q3 2018, an estimated $77K.
  • Squar Milner Financial Services first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Vanguard Mid-Cap Value ETF position peaked at $77K in Q2 2018.
  • 443 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.