Shine Investment Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Shine Investment Advisory Services’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$18K	Hold	150	–	–	0.01%	462
2020 Q2	$16K	Hold	150	–	–	0.01%	488
2020 Q1	$14K	Hold	150	–	–	0.01%	473
2019 Q4	$17K	Hold	150	–	–	0.01%	498
2019 Q3	$15K	Hold	150	–	–	0.01%	496
2019 Q2	$15K	Hold	150	–	–	0.01%	492
2019 Q1	$15K	Hold	150	–	–	0.01%	502
2018 Q4	$13K	Hold	150	–	–	0.01%	486
2018 Q3	$15K	Hold	150	–	–	0.01%	481
2018 Q2	$14K	Hold	150	–	–	0.01%	487
2018 Q1	$14K	Sell	150 -50	-25%	-$4.71K	0.01%	487
2017 Q4	$18K	Hold	200	–	–	0.01%	475
2017 Q3	$17K	Hold	200	–	–	0.01%	472
2017 Q2	$17K	Buy	+200	New	+$16.4K	0.01%	457

Other funds holding MGC

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

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

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

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Shine Investment Advisory Services's MGC Position: Q3 2020 in Review

Shine Investment Advisory Services held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2020 at 150 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #462.

Shine Investment Advisory Services first reported a position in MGC in Q2 2017 and has held it in 14 quarters since. 216 funds tracked by Wall St. Rank hold MGC as of Q3 2020.

Shine Investment Advisory Services held 150 shares of Vanguard Morningstar Mega Cap ETF worth $18K as of Q3 2020.
Shine Investment Advisory Services left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2020.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #462 holding.
Shine Investment Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2017 and has held it in 14 quarters since.
216 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.