Shine Investment Advisory Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$379K	Hold	5,564	–	–	0.13%	81
2020 Q2	$354K	Hold	5,564	–	–	0.13%	85
2020 Q1	$307K	Hold	5,564	–	–	0.14%	86
2019 Q4	$387K	Hold	5,564	–	–	0.15%	81
2019 Q3	$368K	Hold	5,564	–	–	0.17%	76
2019 Q2	$368K	Hold	5,564	–	–	0.17%	78
2019 Q1	$366K	Hold	5,564	–	–	0.17%	78
2018 Q4	$337K	Hold	5,564	–	–	0.17%	73
2018 Q3	$396K	Hold	5,564	–	–	0.21%	69
2018 Q2	$389K	Hold	5,564	–	–	0.2%	67
2018 Q1	$406K	Hold	5,564	–	–	0.22%	64
2017 Q4	$406K	Hold	5,564	–	–	0.2%	63
2017 Q3	$379K	Hold	5,564	–	–	0.2%	67
2017 Q2	$366K	Hold	5,564	–	–	0.19%	65
2017 Q1	$352K	Buy	+5,564	New	+$344K	0.23%	59

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Shine Investment Advisory Services held its Vanguard FTSE Pacific ETF (VPL) position steady in Q3 2020 at 5,564 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #81.

Shine Investment Advisory Services first reported a position in VPL in Q1 2017 and has held it in 15 quarters since. The position peaked at $406K in Q1 2018. 231 funds tracked by Wall St. Rank hold VPL as of Q3 2020.

Shine Investment Advisory Services held 5,564 shares of Vanguard FTSE Pacific ETF worth $379K as of Q3 2020.
Shine Investment Advisory Services left its Vanguard FTSE Pacific ETF share count unchanged in Q3 2020.
Vanguard FTSE Pacific ETF made up 0.13% of Shine Investment Advisory Services's portfolio in Q3 2020, its #81 holding.
Shine Investment Advisory Services first reported a position in Vanguard FTSE Pacific ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Vanguard FTSE Pacific ETF position peaked at $406K in Q1 2018.
231 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2020.

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