Shine Investment Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$140K	0.43%	33
2020 Q1	$1.06M	Buy	9,206 +25	+0.3%	+$3.76K	0.49%	32
2019 Q4	$1.52M	Buy	9,181 +32	+0.3%	+$5.1K	0.61%	30
2019 Q3	$1.41M	Buy	9,149 +36	+0.4%	+$5.58K	0.67%	27
2019 Q2	$1.43M	Buy	9,113 +18	+0.2%	+$2.78K	0.66%	26
2019 Q1	$1.39M	Hold	9,095	–	–	0.65%	26
2018 Q4	$1.2M	Buy	9,095 +56	+0.6%	+$8.15K	0.59%	30
2018 Q3	$1.47M	Buy	9,039 +433	+5%	+$70K	0.77%	21
2018 Q2	$1.34M	Buy	8,606 +15	+0.2%	+$2.29K	0.69%	24
2018 Q1	$1.26M	Buy	8,591 +18	+0.2%	+$2.69K	0.67%	26
2017 Q4	$1.27M	Buy	8,573 +31	+0.4%	+$4.48K	0.63%	26
2017 Q3	$1.21M	Buy	8,542 +22	+0.3%	+$3K	0.63%	26
2017 Q2	$1.16M	Buy	8,520 +11	+0.1%	+$1.47K	0.59%	26
2017 Q1	$1.13M	Buy	+8,509	New	+$1.13M	0.75%	22

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.17% in Q3 2020, buying an estimated $2.15K and bringing the position to 8,179 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #32.

Shine Investment Advisory Services first reported a position in VB in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.52M in Q4 2019. 1,114 funds tracked by Wall St. Rank hold VB as of Q3 2020.

Shine Investment Advisory Services held 8,179 shares of Vanguard Morningstar Small-Cap ETF worth $1.26M as of Q3 2020.
Shine Investment Advisory Services bought 14 Vanguard Morningstar Small-Cap ETF shares in Q3 2020, an estimated $2.15K.
Vanguard Morningstar Small-Cap ETF made up 0.43% of Shine Investment Advisory Services's portfolio in Q3 2020, its #32 holding.
Shine Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $1.52M in Q4 2019.
1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2020.

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