INR Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

INR Advisory Services’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-132	Closed	-$16K	–	113
2017 Q1	$16K	Buy	+132	New	+$16.2K	﹤0.01%	38
2016 Q4	–	Sell	-132	Closed	-$15K	–	67
2016 Q3	$15K	Hold	132	–	–	﹤0.01%	36
2016 Q2	$14K	Buy	+132	New	+$13.7K	﹤0.01%	36
2014 Q4	–	Sell	-116	Closed	-$12K	–	49
2014 Q3	$12K	Buy	116 +94	+427%	+$9.73K	﹤0.01%	44
2014 Q2	$2K	Hold	22	–	–	﹤0.01%	43
2014 Q1	$2K	Sell	22 -298	-93%	-$29.1K	﹤0.01%	48
2013 Q4	$31K	Buy	320 +116	+57%	+$10.9K	0.01%	38
2013 Q3	$18K	Hold	204	–	–	﹤0.01%	42
2013 Q2	$17K	Buy	+204	New	+$16.9K	﹤0.01%	42

Other funds holding VBR

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

Betterment LLC New York $59.1B AUM 18.41% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

INR Advisory Services sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2017, closing a stake of 132 shares — an estimated $16K sold.

INR Advisory Services first reported a position in VBR in Q2 2013 and held it in 9 quarters. The position peaked at $31K in Q4 2013. 481 funds tracked by Wall St. Rank hold VBR as of Q2 2017.

INR Advisory Services reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
INR Advisory Services sold 132 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2017, an estimated $16K.
INR Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and held it in 9 quarters.
INR Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $31K in Q4 2013.
481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2017.

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