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Shine Investment Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Shine Investment Advisory Services’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-207
Closed -$11K – 773
2020
Q1 		$11K Buy
+207
New +$11.1K 0.01% 510

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Bank of New York Mellon
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Charles Schwab
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AssetMark Inc
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
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Shine Investment Advisory Services's VMBS Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2020, closing a stake of 207 shares — an estimated $11K sold.

Shine Investment Advisory Services first reported a position in VMBS in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 400 funds tracked by Wall St. Rank hold VMBS as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 207 Vanguard Mortgage-Backed Securities ETF shares in Q2 2020, an estimated $11K.
  • Shine Investment Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $11K in Q1 2020.
  • 400 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.