Shine Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$261K	Buy	3,234 +16	+0.5%	+$1.28K	0.09%	115
2020 Q2	$241K	Sell	3,218 -6	-0.2%	-$423	0.09%	108
2020 Q1	$202K	Buy	3,224 +12	+0.4%	+$904	0.09%	108
2019 Q4	$260K	Buy	3,212 +23	+0.7%	+$1.79K	0.1%	108
2019 Q3	$239K	Buy	3,189 +19	+0.6%	+$1.42K	0.11%	98
2019 Q2	$238K	Buy	3,170 +23	+0.7%	+$1.71K	0.11%	107
2019 Q1	$230K	Buy	3,147 +12	+0.4%	+$852	0.11%	106
2018 Q4	$205K	Buy	3,135 +37	+1%	+$2.59K	0.1%	103
2018 Q3	$235K	Hold	3,098	–	–	0.12%	95
2018 Q2	$227K	Buy	3,098 +34	+1%	+$2.54K	0.12%	95
2018 Q1	$226K	Hold	3,064	–	–	0.12%	93
2017 Q4	$228K	Buy	3,064 +35	+1%	+$2.54K	0.11%	95
2017 Q3	$214K	Buy	3,029 +21	+0.7%	+$1.46K	0.11%	98
2017 Q2	$203K	Buy	+3,008	New	+$201K	0.1%	95
2015 Q1	–	Sell	-13,981	Closed	-$841K	–	29
2014 Q4	$841K	Buy	+13,981	New	+$840K	0.94%	20

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 0.5% in Q3 2020, buying an estimated $1.28K and bringing the position to 3,234 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #115.

Shine Investment Advisory Services first reported a position in VT in Q4 2014 and has held it in 15 quarters since. The position peaked at $841K in Q4 2014. 503 funds tracked by Wall St. Rank hold VT as of Q3 2020.

Shine Investment Advisory Services held 3,234 shares of Vanguard Total World Stock ETF worth $261K as of Q3 2020.
Shine Investment Advisory Services bought 16 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $1.28K.
Vanguard Total World Stock ETF made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #115 holding.
Shine Investment Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 15 quarters since.
Shine Investment Advisory Services's Vanguard Total World Stock ETF position peaked at $841K in Q4 2014.
503 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

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