Shine Investment Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$169K	Buy	4,344 +16	+0.4%	+$602	0.06%	139
2020 Q2	$151K	Buy	4,328 +8	+0.2%	+$250	0.06%	143
2020 Q1	$114K	Buy	4,320 +16	+0.4%	+$485	0.05%	163
2019 Q4	$132K	Buy	4,304 +32	+0.7%	+$916	0.05%	174
2019 Q3	$115K	Hold	4,272	–	–	0.05%	160
2019 Q2	$113K	Buy	4,272 +8	+0.2%	+$206	0.05%	164
2019 Q1	$107K	Buy	4,264 +16	+0.4%	+$372	0.05%	178
2018 Q4	$89K	Buy	4,248 +16	+0.4%	+$363	0.04%	185
2018 Q3	$107K	Buy	4,232 +24	+0.6%	+$584	0.06%	173
2018 Q2	$95K	Hold	4,208	–	–	0.05%	190
2018 Q1	$90K	Buy	4,208 +8	+0.2%	+$175	0.05%	184
2017 Q4	$86K	Buy	4,200 +24	+0.6%	+$487	0.04%	200
2017 Q3	$79K	Buy	4,176 +8	+0.2%	+$148	0.04%	205
2017 Q2	$73K	Buy	+4,168	New	+$73.4K	0.04%	206

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 0.37% in Q3 2020, buying an estimated $602 and bringing the position to 4,344 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #139.

Shine Investment Advisory Services first reported a position in VGT in Q2 2017 and has held it in 14 quarters since. 872 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Shine Investment Advisory Services held 4,344 shares of Vanguard Information Technology ETF worth $169K as of Q3 2020.
Shine Investment Advisory Services bought 16 Vanguard Information Technology ETF shares in Q3 2020, an estimated $602.
Vanguard Information Technology ETF made up 0.06% of Shine Investment Advisory Services's portfolio in Q3 2020, its #139 holding.
Shine Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q2 2017 and has held it in 14 quarters since.
872 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

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