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Squar Milner Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Squar Milner Financial Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,607
Closed -$455K – 192
2020
Q2 		$455K Buy
1,607
+1
+0.1% +$269 0.26% 102
2020
Q1 		$380K Buy
1,606
+1
+0.1% +$280 0.23% 100
2019
Q4 		$474K Sell
1,605
-3
-0.2% -$849 0.24% 97
2019
Q3 		$495K Buy
1,608
+1,325
+468% +$360K 0.25% 100
2019
Q2 		$76K Buy
+283
New +$74.9K 0.05% 307

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 1,607 shares — an estimated $455K sold.

Squar Milner Financial Services first reported a position in VOO in Q2 2019 and held it in 5 quarters. The position peaked at $495K in Q3 2019. 1,465 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,607 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $455K.
  • Squar Milner Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2019 and held it in 5 quarters.
  • Squar Milner Financial Services's Vanguard S&P 500 ETF position peaked at $495K in Q3 2019.
  • 1,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

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