Shine Investment Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.48M | Sell |
19,763
-633
| -3% | -$112K | 1.18% | 13 |
|
|
2020
Q2 | $3.34M | Sell |
20,396
-300
| -1% | -$49.2K | 1.22% | 12 |
|
|
2020
Q1 | $2.73M | Buy |
20,696
+774
| +4% | +$102K | 1.26% | 14 |
|
|
2019
Q4 | $3.55M | Sell |
19,922
-853
| -4% | -$152K | 1.41% | 18 |
|
|
2019
Q3 | $3.48M | Buy |
20,775
+17
| +0.1% | +$2.85K | 1.65% | 13 |
|
|
2019
Q2 | $3.47M | Sell |
20,758
-145
| -0.7% | -$24.2K | 1.61% | 13 |
|
|
2019
Q1 | $3.36M | Hold |
20,903
| – | – | 1.56% | 14 |
|
|
2018
Q4 | $2.89M | Buy |
20,903
+26
| +0.1% | +$3.59K | 1.42% | 17 |
|
|
2018
Q3 | $3.43M | Hold |
20,877
| – | – | 1.8% | 9 |
|
|
2018
Q2 | $3.29M | Buy |
20,877
+9
| +0% | +$1.42K | 1.68% | 12 |
|
|
2018
Q1 | $3.22M | Buy |
20,868
+9
| +0% | +$1.39K | 1.71% | 11 |
|
|
2017
Q4 | $3.23M | Buy |
20,859
+20
| +0.1% | +$3.1K | 1.61% | 12 |
|
|
2017
Q3 | $3.06M | Sell |
20,839
-7,025
| -25% | -$1.03M | 1.59% | 12 |
|
|
2017
Q2 | $3.97M | Buy |
27,864
+17
| +0.1% | +$2.42K | 2.02% | 13 |
|
|
2017
Q1 | $3.88M | Hold |
27,847
| – | – | 2.56% | 13 |
|
|
2016
Q4 | $3.67M | Buy |
27,847
+57
| +0.2% | +$7.5K | 3.03% | 10 |
|
|
2016
Q3 | $3.6M | Sell |
27,790
-80
| -0.3% | -$10.4K | 3.18% | 10 |
|
|
2016
Q2 | $3.45M | Buy |
27,870
+10
| +0% | +$1.24K | 3.96% | 8 |
|
|
2016
Q1 | $3.38M | Sell |
27,860
-1,494
| -5% | -$181K | 3.8% | 9 |
|
|
2015
Q4 | $3.53M | Buy |
29,354
+13
| +0% | +$1.56K | 3.49% | 10 |
|
|
2015
Q3 | $3.42M | Sell |
29,341
-76
| -0.3% | -$8.87K | 3.94% | 9 |
|
|
2015
Q2 | $3.75M | Buy |
29,417
+101
| +0.3% | +$12.9K | 5.26% | 8 |
|
|
2015
Q1 | $3.89M | Sell |
29,316
-28
| -0.1% | -$3.72K | 3.58% | 11 |
|
|
2014
Q4 | $3.63M | Buy |
29,344
+892
| +3% | +$110K | 4.07% | 9 |
|
|
2014
Q3 | $3.34M | Buy |
28,452
+2,370
| +9% | +$278K | 3.89% | 9 |
|
|
2014
Q2 | $3.1M | Buy |
+26,082
| New | +$3.1M | 3.58% | 9 |
|