Shine Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.63M	Buy	20,586 +39	+0.2%	+$3.13K	0.55%	26
2020 Q2	$1.61M	Hold	20,547	–	–	0.59%	27
2020 Q1	$1.44M	Buy	+20,547	New	+$1.8M	0.67%	27
2019 Q2	–	Sell	-92	Closed	-$8K	–	720
2019 Q1	$8K	Sell	92 -46	-33%	-$3.8K	﹤0.01%	581
2018 Q4	$10K	Sell	138 -11,384	-99%	-$897K	﹤0.01%	526
2018 Q3	$930K	Sell	11,522 -36,586	-76%	-$3.01M	0.49%	38
2018 Q2	$3.92M	Sell	48,108 -1,668	-3%	-$129K	2%	10
2018 Q1	$3.76M	Sell	49,776 -17,207	-26%	-$1.32M	1.99%	10
2017 Q4	$5.56M	Buy	66,983 +4,896	+8%	+$410K	2.77%	10
2017 Q3	$5.16M	Sell	62,087 -647	-1%	-$54.1K	2.68%	10
2017 Q2	$5.22M	Buy	62,734 +2,231	+4%	+$186K	2.65%	11
2017 Q1	$5M	Buy	+60,503	New	+$5.02M	3.3%	9

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.19% in Q3 2020, buying an estimated $3.13K and bringing the position to 20,586 shares worth $1.63M. The position accounts for 0.55% of the portfolio, ranked #26.

Shine Investment Advisory Services first reported a position in VNQ in Q1 2017 and has held it in 12 quarters since. The position peaked at $5.56M in Q4 2017. 1,198 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Shine Investment Advisory Services held 20,586 shares of Vanguard Real Estate ETF worth $1.63M as of Q3 2020.
Shine Investment Advisory Services bought 39 Vanguard Real Estate ETF shares in Q3 2020, an estimated $3.13K.
Vanguard Real Estate ETF made up 0.55% of Shine Investment Advisory Services's portfolio in Q3 2020, its #26 holding.
Shine Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 12 quarters since.
Shine Investment Advisory Services's Vanguard Real Estate ETF position peaked at $5.56M in Q4 2017.
1,198 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

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