Squar Milner Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-630	Closed	-$57K	–	720
2020 Q1	$57K	Sell	630 -163	-21%	-$19K	0.03%	350
2019 Q4	$99K	Buy	+793	New	+$95.8K	0.05%	327
2019 Q3	–	Sell	-194	Closed	-$23K	–	716
2019 Q2	$23K	Sell	194 -54	-22%	-$6.31K	0.02%	448
2019 Q1	$28K	Hold	248	–	–	0.02%	392
2018 Q4	$25K	Hold	248	–	–	0.02%	370
2018 Q3	$30K	Buy	+248	New	+$30.3K	0.03%	368

Other funds holding VXF

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Vanguard Extended Market ETF (VXF) in Q2 2020, closing a stake of 630 shares — an estimated $57K sold.

Squar Milner Financial Services first reported a position in VXF in Q3 2018 and held it in 6 quarters. The position peaked at $99K in Q4 2019. 436 funds tracked by Wall St. Rank hold VXF as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Extended Market ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 630 Vanguard Extended Market ETF shares in Q2 2020, an estimated $57K.
Squar Milner Financial Services first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Vanguard Extended Market ETF position peaked at $99K in Q4 2019.
436 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2020.

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