INR Advisory Services’s Vanguard Morningstar 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

INR Advisory Services's VBK Position: Q2 2017 in Review

INR Advisory Services sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2017, closing a stake of 94 shares — an estimated $13K sold.

INR Advisory Services first reported a position in VBK in Q2 2013 and held it in 9 quarters. The position peaked at $43K in Q4 2013. 324 funds tracked by Wall St. Rank hold VBK as of Q2 2017.

INR Advisory Services reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
INR Advisory Services sold 94 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2017, an estimated $13K.
INR Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and held it in 9 quarters.
INR Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $43K in Q4 2013.
324 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2017.

Based on INR Advisory Services's 13F filing for Q2 2017, filed 8 Aug 2017.