Squar Milner Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,904	Closed	-$198K	–	719
2020 Q1	$198K	Hold	5,904	–	–	0.12%	165
2019 Q4	$262K	Buy	+5,904	New	+$250K	0.13%	160
2019 Q3	–	Sell	-5,956	Closed	-$253K	–	715
2019 Q2	$253K	Buy	5,956 +270	+5%	+$11.4K	0.17%	136
2019 Q1	$241K	Sell	5,686 -1,294	-19%	-$53.3K	0.18%	141
2018 Q4	$266K	Sell	6,980 -2,756	-28%	-$107K	0.26%	102
2018 Q3	$399K	Buy	9,736 +1,243	+15%	+$52.3K	0.36%	65
2018 Q2	$358K	Buy	8,493 +305	+4%	+$13.8K	0.32%	83
2018 Q1	$385K	Buy	8,188 +91	+1%	+$4.36K	0.49%	63
2017 Q4	$406K	Buy	+8,097	New	+$362K	0.49%	65

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Squar Milner Financial Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2020, closing a stake of 5,904 shares — an estimated $198K sold.

Squar Milner Financial Services first reported a position in VWO in Q4 2017 and held it in 9 quarters. The position peaked at $406K in Q4 2017. 1,436 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,904 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $198K.
Squar Milner Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $406K in Q4 2017.
1,436 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

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