Squar Milner Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-261	Closed	-$13K	–	714
2020 Q1	$13K	Hold	261	–	–	0.01%	521
2019 Q4	$13K	Buy	+261	New	+$14K	0.01%	563
2019 Q3	–	Sell	-155	Closed	-$8K	–	709
2019 Q2	$8K	Hold	155	–	–	0.01%	542
2019 Q1	$8K	Buy	+155	New	+$7.97K	0.01%	577

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Squar Milner Financial Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 261 shares — an estimated $13K sold.

Squar Milner Financial Services first reported a position in VTEB in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q1 2020. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 261 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $13K.
Squar Milner Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $13K in Q1 2020.
431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

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