Shine Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $239K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $226K | Hold |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q2 | $203K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $841K | Buy |
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