Shine Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $261K | Buy |
3,234
+16
| +0.5% | +$1.29K | 0.09% | 115 |
|
|
2020
Q2 | $241K | Sell |
3,218
-6
| -0.2% | -$449 | 0.09% | 108 |
|
|
2020
Q1 | $202K | Buy |
3,224
+12
| +0.4% | +$752 | 0.09% | 108 |
|
|
2019
Q4 | $260K | Buy |
3,212
+23
| +0.7% | +$1.86K | 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% | +$1.73K | 0.11% | 107 |
|
|
2019
Q1 | $230K | Buy |
3,147
+12
| +0.4% | +$877 | 0.11% | 106 |
|
|
2018
Q4 | $205K | Buy |
3,135
+37
| +1% | +$2.42K | 0.1% | 103 |
|
|
2018
Q3 | $235K | Hold |
3,098
| – | – | 0.12% | 95 |
|
|
2018
Q2 | $227K | Buy |
3,098
+34
| +1% | +$2.49K | 0.12% | 95 |
|
|
2018
Q1 | $226K | Hold |
3,064
| – | – | 0.12% | 93 |
|
|
2017
Q4 | $228K | Buy |
3,064
+35
| +1% | +$2.6K | 0.11% | 95 |
|
|
2017
Q3 | $214K | Buy |
3,029
+21
| +0.7% | +$1.48K | 0.11% | 98 |
|
|
2017
Q2 | $203K | Buy |
+3,008
| New | +$203K | 0.1% | 95 |
|
|
2015
Q1 | – | Sell |
-13,981
| Closed | -$841K | – | 29 |
|
|
2014
Q4 | $841K | Buy |
+13,981
| New | +$841K | 0.94% | 20 |
|