Shine Investment Advisory Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,144	Closed	-$207K	–	773
2020 Q2	$207K	Sell	2,144 -959	-31%	-$85.7K	0.08%	118
2020 Q1	$243K	Sell	3,103 -5,301	-63%	-$527K	0.11%	96
2019 Q4	$934K	Sell	8,404 -298	-3%	-$31.8K	0.37%	45
2019 Q3	$887K	Hold	8,702	–	–	0.42%	40
2019 Q2	$916K	Sell	8,702 -375	-4%	-$39.1K	0.42%	42
2019 Q1	$945K	Hold	9,077	–	–	0.44%	41
2018 Q4	$859K	Buy	+9,077	New	+$920K	0.42%	43

Other funds holding VSS

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

TAIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Shine Investment Advisory Services sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2020, closing a stake of 2,144 shares — an estimated $207K sold.

Shine Investment Advisory Services first reported a position in VSS in Q4 2018 and held it in 7 quarters. The position peaked at $945K in Q1 2019. 367 funds tracked by Wall St. Rank hold VSS as of Q3 2020.

Shine Investment Advisory Services reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 2,144 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2020, an estimated $207K.
Shine Investment Advisory Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and held it in 7 quarters.
Shine Investment Advisory Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $945K in Q1 2019.
367 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2020.

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