Shine Investment Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.26M | Buy |
8,179
+14
| +0.2% | +$2.15K | 0.43% | 32 |
|
|
2020
Q2 | $1.19M | Sell |
8,165
-1,041
| -11% | -$152K | 0.43% | 33 |
|
|
2020
Q1 | $1.06M | Buy |
9,206
+25
| +0.3% | +$2.89K | 0.49% | 32 |
|
|
2019
Q4 | $1.52M | Buy |
9,181
+32
| +0.3% | +$5.3K | 0.61% | 30 |
|
|
2019
Q3 | $1.41M | Buy |
9,149
+36
| +0.4% | +$5.54K | 0.67% | 27 |
|
|
2019
Q2 | $1.43M | Buy |
9,113
+18
| +0.2% | +$2.82K | 0.66% | 26 |
|
|
2019
Q1 | $1.39M | Hold |
9,095
| – | – | 0.65% | 26 |
|
|
2018
Q4 | $1.2M | Buy |
9,095
+56
| +0.6% | +$7.39K | 0.59% | 30 |
|
|
2018
Q3 | $1.47M | Buy |
9,039
+433
| +5% | +$70.4K | 0.77% | 21 |
|
|
2018
Q2 | $1.34M | Buy |
8,606
+15
| +0.2% | +$2.34K | 0.69% | 24 |
|
|
2018
Q1 | $1.26M | Buy |
8,591
+18
| +0.2% | +$2.64K | 0.67% | 26 |
|
|
2017
Q4 | $1.27M | Buy |
8,573
+31
| +0.4% | +$4.58K | 0.63% | 26 |
|
|
2017
Q3 | $1.21M | Buy |
8,542
+22
| +0.3% | +$3.11K | 0.63% | 26 |
|
|
2017
Q2 | $1.16M | Buy |
8,520
+11
| +0.1% | +$1.49K | 0.59% | 26 |
|
|
2017
Q1 | $1.13M | Buy |
+8,509
| New | +$1.13M | 0.75% | 22 |
|