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Shine Investment Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Shine Investment Advisory Services’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$15.6M Buy
162,436
+8,216
+5% +$790K 5.27% 5
2020
Q2 		$14.7M Buy
+154,220
New +$14.2M 5.36% 5

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.3% in Q3 2020, buying an estimated $790K and bringing the position to 162,436 shares worth $15.6M. The position accounts for 5.27% of the portfolio, ranked #5.

Shine Investment Advisory Services first reported a position in VCIT in Q2 2020 and has held it in 2 quarters since. 708 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

  • Shine Investment Advisory Services held 162,436 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $15.6M as of Q3 2020.
  • Shine Investment Advisory Services bought 8,216 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020, an estimated $790K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 5.27% of Shine Investment Advisory Services's portfolio in Q3 2020, its #5 holding.
  • Shine Investment Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and has held it in 2 quarters since.
  • 708 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

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