Squar Milner Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30	Closed	-$1K	–	716
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	743
2019 Q4	$1K	Buy	+30	New	+$1.48K	﹤0.01%	808
2019 Q3	–	Sell	-30	Closed	-$1K	–	711
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	783
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	807
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	724
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	747
2018 Q2	$1K	Buy	+30	New	+$1.47K	﹤0.01%	829

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SCM

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

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

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

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

TAIM

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

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

Squar Milner Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in VTIP in Q2 2018 and held it in 7 quarters. The position peaked at $1K in Q1 2020. 364 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 30 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q1 2020.
364 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

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