IAS
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INR Advisory Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

INR Advisory Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-94
Closed -$13K – 112
2017
Q1 		$13K Buy
+94
New +$13K ﹤0.01% 40
2016
Q4 		– Sell
-94
Closed -$12K – 66
2016
Q3 		$12K Hold
94
– – ﹤0.01% 37
2016
Q2 		$12K Buy
+94
New +$11.4K ﹤0.01% 37
2014
Q4 		– Sell
-103
Closed -$12K – 48
2014
Q3 		$12K Buy
103
+62
+151% +$7.69K ﹤0.01% 43
2014
Q2 		$5K Hold
41
– – ﹤0.01% 41
2014
Q1 		$5K Sell
41
-312
-88% -$38.7K ﹤0.01% 44
2013
Q4 		$43K Buy
353
+103
+41% +$12.2K 0.01% 36
2013
Q3 		$29K Hold
250
– – 0.01% 36
2013
Q2 		$26K Buy
+250
New +$25.3K 0.01% 36

Other funds holding VBK

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return