Shine Investment Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-57
| Closed | -$5K | – | 775 |
|
|
2020
Q1 | $5K | Sell |
57
-594
| -91% | -$52.1K | ﹤0.01% | 617 |
|
|
2019
Q4 | $78K | Hold |
651
| – | – | 0.03% | 245 |
|
|
2019
Q3 | $74K | Hold |
651
| – | – | 0.04% | 231 |
|
|
2019
Q2 | $72K | Hold |
651
| – | – | 0.03% | 238 |
|
|
2019
Q1 | $70K | Hold |
651
| – | – | 0.03% | 240 |
|
|
2018
Q4 | $62K | Sell |
651
-37
| -5% | -$3.52K | 0.03% | 245 |
|
|
2018
Q3 | $78K | Hold |
688
| – | – | 0.04% | 226 |
|
|
2018
Q2 | $76K | Sell |
688
-19
| -3% | -$2.1K | 0.04% | 234 |
|
|
2018
Q1 | $77K | Hold |
707
| – | – | 0.04% | 221 |
|
|
2017
Q4 | $79K | Hold |
707
| – | – | 0.04% | 220 |
|
|
2017
Q3 | $75K | Hold |
707
| – | – | 0.04% | 218 |
|
|
2017
Q2 | $73K | Buy |
+707
| New | +$73K | 0.04% | 207 |
|