Shine Investment Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.13M	Sell	26,081 -3,500	-12%	-$152K	0.38%	35
2020 Q2	$1.17M	Sell	29,581 -890	-3%	-$33K	0.43%	34
2020 Q1	$1.02M	Buy	30,471 +3,274	+12%	+$133K	0.47%	33
2019 Q4	$1.21M	Sell	27,197 -129	-0.5%	-$5.46K	0.48%	35
2019 Q3	$1.1M	Sell	27,326 -286	-1%	-$11.8K	0.52%	35
2019 Q2	$1.17M	Sell	27,612 -3,858	-12%	-$162K	0.54%	36
2019 Q1	$1.34M	Hold	31,470	–	–	0.62%	29
2018 Q4	$1.2M	Buy	31,470 +402	+1%	+$15.6K	0.59%	31
2018 Q3	$1.27M	Hold	31,068	–	–	0.67%	27
2018 Q2	$1.31M	Hold	31,068	–	–	0.67%	26
2018 Q1	$1.46M	Hold	31,068	–	–	0.78%	21
2017 Q4	$1.43M	Hold	31,068	–	–	0.71%	21
2017 Q3	$1.35M	Sell	31,068 -952	-3%	-$41.2K	0.7%	21
2017 Q2	$1.31M	Sell	32,020 -194	-0.6%	-$7.86K	0.66%	21
2017 Q1	$1.28M	Buy	32,214 +402	+1%	+$15.5K	0.85%	20
2016 Q4	$1.14M	Sell	31,812 -635	-2%	-$23.3K	0.94%	22
2016 Q3	$1.22M	Sell	32,447 -2,513	-7%	-$93.6K	1.08%	17
2016 Q2	$1.23M	Sell	34,960 -119,424	-77%	-$4.08M	1.41%	16
2016 Q1	$5.34M	Sell	154,384 -4,046	-3%	-$127K	6.01%	7
2015 Q4	$5.18M	Sell	158,430 -13,029	-8%	-$448K	5.13%	8
2015 Q3	$5.67M	Buy	171,459 +1	+0%	+$36	6.53%	5
2015 Q2	$7.01M	Sell	171,458 -2,690	-2%	-$116K	9.84%	5
2015 Q1	$7.12M	Buy	174,148 +1,249	+0.7%	+$50.8K	6.56%	5
2014 Q4	$6.92M	Sell	172,899 -233	-0.1%	-$9.59K	7.76%	4
2014 Q3	$7.22M	Buy	173,132 +1,030	+0.6%	+$45.7K	8.41%	3
2014 Q2	$7.42M	Buy	+172,102	New	+$7.25M	8.59%	3

Other funds holding VWO

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

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

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q3 2020, selling an estimated $152K and leaving 26,081 shares worth $1.13M. The position accounts for 0.38% of the portfolio, ranked #35.

Shine Investment Advisory Services first reported a position in VWO in Q2 2014 and has held it in 26 quarters since. The position peaked at $7.42M in Q2 2014. 1,485 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

Shine Investment Advisory Services held 26,081 shares of Vanguard FTSE Emerging Markets ETF worth $1.13M as of Q3 2020.
Shine Investment Advisory Services sold 3,500 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $152K.
Vanguard FTSE Emerging Markets ETF made up 0.38% of Shine Investment Advisory Services's portfolio in Q3 2020, its #35 holding.
Shine Investment Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 26 quarters since.
Shine Investment Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $7.42M in Q2 2014.
1,485 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

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