SMFS
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Squar Milner Financial Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Squar Milner Financial Services’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2
Closed – – 874
2019
Q4 		$0 Buy
+2
New +$137 ﹤0.01% 867

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HIIFS
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HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 2 shares.

Squar Milner Financial Services first reported a position in VPL in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 236 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2 Vanguard FTSE Pacific ETF shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Vanguard FTSE Pacific ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Vanguard FTSE Pacific ETF position peaked at $0 in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

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