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Squar Milner Financial Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Squar Milner Financial Services’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24
Closed -$2K – 876
2019
Q4 		$2K Buy
+24
New +$2.77K ﹤0.01% 766

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2020, closing a stake of 24 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in VTV in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 999 funds tracked by Wall St. Rank hold VTV as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Vanguard Morningstar Value ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 24 Vanguard Morningstar Value ETF shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Vanguard Morningstar Value ETF position peaked at $2K in Q4 2019.
  • 999 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2020.

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