Shine Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3.56M	Sell	27,635 -1,183	-4%	-$149K	1.2%	12
2020 Q2	$3.38M	Sell	28,818 -8,248	-22%	-$939K	1.23%	11
2020 Q1	$3.83M	Sell	37,066 -536	-1%	-$64K	1.78%	12
2019 Q4	$4.69M	Sell	37,602 -24,872	-40%	-$3.01M	1.87%	15
2019 Q3	$7.47M	Buy	62,474 +398	+0.6%	+$46.9K	3.54%	7
2019 Q2	$7.15M	Sell	62,076 -215	-0.3%	-$24.1K	3.31%	6
2019 Q1	$6.83M	Sell	62,291 -966	-2%	-$102K	3.17%	8
2018 Q4	$6.2M	Buy	63,257 +270	+0.4%	+$28.2K	3.06%	9
2018 Q3	$6.97M	Buy	62,987 +2,666	+4%	+$287K	3.67%	5
2018 Q2	$6.13M	Buy	60,321 +677	+1%	+$69K	3.13%	7
2018 Q1	$6.03M	Sell	59,644 -1,942	-3%	-$201K	3.2%	8
2017 Q4	$6.28M	Sell	61,586 -1,117	-2%	-$110K	3.13%	9
2017 Q3	$5.94M	Sell	62,703 -365	-0.6%	-$34.1K	3.09%	8
2017 Q2	$5.84M	Sell	63,068 -140	-0.2%	-$12.8K	2.97%	9
2017 Q1	$5.68M	Sell	63,208 -471	-0.7%	-$41.7K	3.76%	7
2016 Q4	$5.42M	Sell	63,679 -600	-0.9%	-$50.5K	4.49%	8
2016 Q3	$5.39M	Sell	64,279 -3,595	-5%	-$305K	4.77%	8
2016 Q2	$5.65M	Sell	67,874 -1,872	-3%	-$153K	6.49%	6
2016 Q1	$5.67M	Sell	69,746 -3,453	-5%	-$265K	6.38%	6
2015 Q4	$5.69M	Sell	73,199 -1,268	-2%	-$98.9K	5.64%	7
2015 Q3	$5.49M	Buy	74,467 +158	+0.2%	+$12.2K	6.32%	7
2015 Q2	$5.84M	Sell	74,309 -170	-0.2%	-$13.8K	8.2%	6
2015 Q1	$5.99M	Sell	74,479 -1,521	-2%	-$123K	5.52%	7
2014 Q4	$6.17M	Sell	76,000 -1,779	-2%	-$141K	6.92%	6
2014 Q3	$5.99M	Sell	77,779 -2,644	-3%	-$205K	6.97%	6
2014 Q2	$6.27M	Buy	+80,423	New	+$6.15M	7.25%	6

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Shine Investment Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.1% in Q3 2020, selling an estimated $149K and leaving 27,635 shares worth $3.56M. The position accounts for 1.2% of the portfolio, ranked #12.

Shine Investment Advisory Services first reported a position in VIG in Q2 2014 and has held it in 26 quarters since. The position peaked at $7.47M in Q3 2019. 1,248 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

Shine Investment Advisory Services held 27,635 shares of Vanguard Dividend Appreciation ETF worth $3.56M as of Q3 2020.
Shine Investment Advisory Services sold 1,183 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $149K.
Vanguard Dividend Appreciation ETF made up 1.2% of Shine Investment Advisory Services's portfolio in Q3 2020, its #12 holding.
Shine Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 26 quarters since.
Shine Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $7.47M in Q3 2019.
1,248 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

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