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Shine Investment Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Shine Investment Advisory Services’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$41K Hold
200
– – 0.01% 334
2020
Q2 		$39K Hold
200
– – 0.01% 346
2020
Q1 		$33K Buy
+200
New +$36.5K 0.02% 337

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Shine Investment Advisory Services held its Vanguard Health Care ETF (VHT) position steady in Q3 2020 at 200 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #334.

Shine Investment Advisory Services first reported a position in VHT in Q1 2020 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold VHT as of Q3 2020.

  • Shine Investment Advisory Services held 200 shares of Vanguard Health Care ETF worth $41K as of Q3 2020.
  • Shine Investment Advisory Services left its Vanguard Health Care ETF share count unchanged in Q3 2020.
  • Vanguard Health Care ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #334 holding.
  • Shine Investment Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2020.

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