Number of Shares
40,832.00
Current Holdings Value*
$9.29 Mil
% of Portfolio
3.19%
Total Estimate Gain
$17.03 Mil
% of Total Estimate Gain
195.25%

SHINE INVESTMENT ADVISORY SERVICES INC's Vanguard Growth ETF Holding Summary

As of 2020-09-30, SHINE INVESTMENT ADVISORY SERVICES INC held 40,832.00 shares of Vanguard Growth ETF(VUG), totaling $9.29 Mil. This investment constitutes 3.19% of their stock portfolio, and SHINE INVESTMENT ADVISORY SERVICES INC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2014Q2. And since then SHINE INVESTMENT ADVISORY SERVICES INC has made 3 purchases of VUG, at an average price of $101.83, for a total of 85,673.00 shares. In addition, there have been 13 sales at an average price of $164.29 for 44,841.00 shares. Based on historical transaction data and VUG's current price of $450.40, SHINE INVESTMENT ADVISORY SERVICES INC's estimated gain on his VUG holdings is $17.03 Mil, reflecting a 195.25% gain to date.

SHINE INVESTMENT ADVISORY SERVICES INC VUG ($450.40) Holding Chart

SHINE INVESTMENT ADVISORY SERVICES INC VUG ($450.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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