INR Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$14K	Hold	126	–	–	﹤0.01%	42
2018 Q4	$12K	Hold	126	–	–	﹤0.01%	48
2018 Q3	$14K	Hold	126	–	–	﹤0.01%	33
2018 Q2	$13K	Hold	126	–	–	﹤0.01%	39
2018 Q1	$13K	Hold	126	–	–	﹤0.01%	36
2017 Q4	$13K	Hold	126	–	–	﹤0.01%	32
2017 Q3	$12K	Hold	126	–	–	﹤0.01%	31
2017 Q2	$12K	Hold	126	–	–	﹤0.01%	36
2017 Q1	$11K	Hold	126	–	–	﹤0.01%	43
2016 Q4	$11K	Hold	126	–	–	﹤0.01%	36
2016 Q3	$11K	Hold	126	–	–	﹤0.01%	39
2016 Q2	$10K	Hold	126	–	–	﹤0.01%	40
2016 Q1	$10K	Hold	126	–	–	﹤0.01%	28
2015 Q4	$10K	Hold	126	–	–	﹤0.01%	29
2015 Q3	$9K	Hold	126	–	–	﹤0.01%	28
2015 Q2	$10K	Hold	126	–	–	﹤0.01%	29
2015 Q1	$10K	Sell	126 -245	-66%	-$19.9K	﹤0.01%	30
2014 Q4	$30K	Hold	371	–	–	0.01%	33
2014 Q3	$29K	Hold	371	–	–	0.01%	41
2014 Q2	$29K	Hold	371	–	–	0.01%	35
2014 Q1	$28K	Hold	371	–	–	0.01%	39
2013 Q4	$28K	Hold	371	–	–	0.01%	39
2013 Q3	$26K	Hold	371	–	–	0.01%	39
2013 Q2	$25K	Buy	+371	New	+$24.9K	0.01%	39

Other funds holding VIG

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

INR Advisory Services's VIG Position: Q1 2019 in Review

INR Advisory Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2019 at 126 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #42.

INR Advisory Services first reported a position in VIG in Q2 2013 and has held it in 24 quarters since. The position peaked at $30K in Q4 2014. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

INR Advisory Services held 126 shares of Vanguard Dividend Appreciation ETF worth $14K as of Q1 2019.
INR Advisory Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2019.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #42 holding.
INR Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $30K in Q4 2014.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.