Squar Milner Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-555	Closed	-$71K	–	715
2020 Q1	$71K	Hold	555	–	–	0.04%	327
2019 Q4	$90K	Buy	+555	New	+$87K	0.04%	353
2019 Q3	–	Sell	-790	Closed	-$119K	–	710
2019 Q2	$119K	Sell	790 -1,556	-66%	-$229K	0.08%	249
2019 Q1	$339K	Sell	2,346 -199	-8%	-$27.8K	0.25%	93
2018 Q4	$325K	Buy	2,545 +53	+2%	+$7.32K	0.31%	81
2018 Q3	$373K	Buy	2,492 +360	+17%	+$53K	0.34%	73
2018 Q2	$299K	Sell	2,132 -34	-2%	-$4.74K	0.26%	100
2018 Q1	$294K	Sell	2,166 -172	-7%	-$24.1K	0.37%	98
2017 Q4	$341K	Buy	+2,338	New	+$313K	0.41%	87

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Squar Milner Financial Services sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 555 shares — an estimated $71K sold.

Squar Milner Financial Services first reported a position in VTI in Q4 2017 and held it in 9 quarters. The position peaked at $373K in Q3 2018. 1,551 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 555 Vanguard Total Stock Market ETF shares in Q2 2020, an estimated $71K.
Squar Milner Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Vanguard Total Stock Market ETF position peaked at $373K in Q3 2018.
1,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2020.

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