Squar Milner Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-17	Closed	-$1K	–	712
2020 Q1	$1K	Sell	17 -137	-89%	-$13.6K	﹤0.01%	742
2019 Q4	$17K	Buy	+154	New	+$16.4K	0.01%	543
2019 Q3	–	Sell	-158	Closed	-$17K	–	707
2019 Q2	$17K	Sell	158 -44	-22%	-$4.59K	0.01%	475
2019 Q1	$21K	Hold	202	–	–	0.02%	425
2018 Q4	$19K	Hold	202	–	–	0.02%	401
2018 Q3	$23K	Buy	+202	New	+$23K	0.02%	401

Other funds holding VSS

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's VSS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2020, closing a stake of 17 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in VSS in Q3 2018 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 358 funds tracked by Wall St. Rank hold VSS as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 17 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $23K in Q3 2018.
358 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.