IAS
INR Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $45.7M | Buy |
298,988
+7,636
| +3% | +$1.17M | 5.81% | 6 |
|
|
2018
Q4 | $38.5M | Buy |
291,352
+23,122
| +9% | +$3.05M | 5.51% | 8 |
|
|
2018
Q3 | $43.6M | Sell |
268,230
-20,377
| -7% | -$3.31M | 5.87% | 6 |
|
|
2018
Q2 | $44.9M | Sell |
288,607
-2,538
| -0.9% | -$395K | 6.18% | 6 |
|
|
2018
Q1 | $42.8M | Sell |
291,145
-637
| -0.2% | -$93.6K | 5.89% | 6 |
|
|
2017
Q4 | $43.1M | Buy |
291,782
+5,940
| +2% | +$878K | 5.89% | 7 |
|
|
2017
Q3 | $40.4M | Buy |
285,842
+4,193
| +1% | +$593K | 5.99% | 6 |
|
|
2017
Q2 | $38.2M | Buy |
281,649
+11,326
| +4% | +$1.54M | 5.85% | 6 |
|
|
2017
Q1 | $36M | Sell |
270,323
-13,042
| -5% | -$1.74M | 5.74% | 7 |
|
|
2016
Q4 | $36.5M | Buy |
283,365
+13,995
| +5% | +$1.8M | 6.09% | 6 |
|
|
2016
Q3 | $32.9M | Sell |
269,370
-4,097
| -1% | -$501K | 5.79% | 7 |
|
|
2016
Q2 | $31.6M | Sell |
273,467
-18,509
| -6% | -$2.14M | 5.85% | 6 |
|
|
2016
Q1 | $32.6M | Buy |
291,976
+17,988
| +7% | +$2.01M | 6.04% | 7 |
|
|
2015
Q4 | $30.3M | Buy |
273,988
+24,821
| +10% | +$2.75M | 5.75% | 7 |
|
|
2015
Q3 | $26.9M | Sell |
249,167
-6,607
| -3% | -$713K | 5.58% | 7 |
|
|
2015
Q2 | $31.1M | Sell |
255,774
-46,841
| -15% | -$5.69M | 6.08% | 6 |
|
|
2015
Q1 | $37.1M | Buy |
302,615
+16,669
| +6% | +$2.04M | 6.52% | 7 |
|
|
2014
Q4 | $33.4M | Buy |
285,946
+20,833
| +8% | +$2.43M | 6.38% | 7 |
|
|
2014
Q3 | $29.3M | Buy |
265,113
+1,164
| +0.4% | +$129K | 6.06% | 7 |
|
|
2014
Q2 | $30.9M | Buy |
263,949
+14,110
| +6% | +$1.65M | 6.34% | 7 |
|
|
2014
Q1 | $28.2M | Buy |
249,839
+43,691
| +21% | +$4.93M | 6.31% | 7 |
|
|
2013
Q4 | $22.7M | Buy |
206,148
+7,194
| +4% | +$791K | 5.25% | 7 |
|
|
2013
Q3 | $20.4M | Sell |
198,954
-235
| -0.1% | -$24.1K | 5.38% | 7 |
|
|
2013
Q2 | $18.7M | Buy |
+199,189
| New | +$18.7M | 5.11% | 7 |
|