Shine Investment Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$30K	Sell	590 -144	-20%	-$7.3K	0.01%	394
2020 Q2	$35K	Buy	734 +2	+0.3%	+$90	0.01%	362
2020 Q1	$30K	Hold	732	–	–	0.01%	358
2019 Q4	$39K	Buy	732 +3	+0.4%	+$156	0.02%	375
2019 Q3	$36K	Sell	729 -298	-29%	-$14.9K	0.02%	374
2019 Q2	$52K	Buy	1,027 +2	+0.2%	+$101	0.02%	293
2019 Q1	$51K	Buy	1,025 +1	+0.1%	+$49	0.02%	298
2018 Q4	$47K	Buy	1,024 +4	+0.4%	+$192	0.02%	291
2018 Q3	$53K	Sell	1,020 -175	-15%	-$9.12K	0.03%	290
2018 Q2	$62K	Buy	1,195 +4	+0.3%	+$217	0.03%	268
2018 Q1	$65K	Hold	1,191	–	–	0.03%	251
2017 Q4	$65K	Sell	1,191 -452	-28%	-$24.3K	0.03%	250
2017 Q3	$87K	Buy	1,643 +174	+12%	+$9K	0.05%	186
2017 Q2	$73K	Buy	+1,469	New	+$72.7K	0.04%	205

Other funds holding VEU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 20% in Q3 2020, selling an estimated $7.3K and leaving 590 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #394.

Shine Investment Advisory Services first reported a position in VEU in Q2 2017 and has held it in 14 quarters since. The position peaked at $87K in Q3 2017. 820 funds tracked by Wall St. Rank hold VEU as of Q3 2020.

Shine Investment Advisory Services held 590 shares of Vanguard FTSE All-World ex-US ETF worth $30K as of Q3 2020.
Shine Investment Advisory Services sold 144 Vanguard FTSE All-World ex-US ETF shares in Q3 2020, an estimated $7.3K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #394 holding.
Shine Investment Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $87K in Q3 2017.
820 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2020.

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