Shine Investment Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$891K	Buy	5,232 +200	+4%	+$33.6K	0.3%	43
2020 Q2	$788K	Sell	5,032 -4,858	-49%	-$716K	0.29%	50
2020 Q1	$1.27M	Buy	9,890 +8,513	+618%	+$1.32M	0.59%	30
2019 Q4	$225K	Sell	1,377 -81	-6%	-$12.7K	0.09%	119
2019 Q3	$220K	Buy	1,458 +81	+6%	+$12.2K	0.1%	103
2019 Q2	$207K	Hold	1,377	–	–	0.1%	114
2019 Q1	$199K	Hold	1,377	–	–	0.09%	120
2018 Q4	$176K	Buy	1,377 +322	+31%	+$44.5K	0.09%	114
2018 Q3	$158K	Buy	1,055 +446	+73%	+$65.6K	0.08%	126
2018 Q2	$86K	Hold	609	–	–	0.04%	206
2018 Q1	$83K	Buy	609 +144	+31%	+$20.2K	0.04%	201
2017 Q4	$64K	Hold	465	–	–	0.03%	252
2017 Q3	$60K	Hold	465	–	–	0.03%	264
2017 Q2	$58K	Buy	+465	New	+$57.3K	0.03%	250

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Shine Investment Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4% in Q3 2020, buying an estimated $33.6K and bringing the position to 5,232 shares worth $891K. The position accounts for 0.3% of the portfolio, ranked #43.

Shine Investment Advisory Services first reported a position in VTI in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.27M in Q1 2020. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Shine Investment Advisory Services held 5,232 shares of Vanguard Morningstar Total Stock Market ETF worth $891K as of Q3 2020.
Shine Investment Advisory Services bought 200 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $33.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of Shine Investment Advisory Services's portfolio in Q3 2020, its #43 holding.
Shine Investment Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.27M in Q1 2020.
1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

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