Shine Investment Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-57	Closed	-$5K	–	775
2020 Q1	$5K	Sell	57 -594	-91%	-$64K	﹤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%	-$3.88K	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	+$72.3K	0.04%	207

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Shine Investment Advisory Services's VOE Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 57 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in VOE in Q2 2017 and held it in 12 quarters. The position peaked at $79K in Q4 2017. 565 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

Shine Investment Advisory Services reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 57 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $5K.
Shine Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 12 quarters.
Shine Investment Advisory Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $79K in Q4 2017.
565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2020.

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