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Shine Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Shine Investment Advisory Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$99K Buy
322
+22
+7% +$6.7K 0.03% 194
2020
Q2 		$85K Buy
+300
New +$80.7K 0.03% 215

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q3 2020, buying an estimated $6.7K and bringing the position to 322 shares worth $99K. The position accounts for 0.03% of the portfolio, ranked #194.

Shine Investment Advisory Services first reported a position in VOO in Q2 2020 and has held it in 2 quarters since. 1,465 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Shine Investment Advisory Services held 322 shares of Vanguard S&P 500 ETF worth $99K as of Q3 2020.
  • Shine Investment Advisory Services bought 22 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $6.7K.
  • Vanguard S&P 500 ETF made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #194 holding.
  • Shine Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

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