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Shine Investment Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Shine Investment Advisory Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-218
Closed -$35K – 781
2019
Q4 		$35K Buy
+218
New +$33.3K 0.01% 403

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Shine Investment Advisory Services's VOT Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 218 shares — an estimated $35K sold.

Shine Investment Advisory Services first reported a position in VOT in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 457 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

  • Shine Investment Advisory Services reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 218 Vanguard Mid-Cap Growth ETF shares in Q1 2020, an estimated $35K.
  • Shine Investment Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Shine Investment Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $35K in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.