INR Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-790	Closed	-$175K	–	92
2017 Q2	$175K	Hold	790	–	–	0.03%	12
2017 Q1	$171K	Hold	790	–	–	0.03%	22
2016 Q4	$162K	Hold	790	–	–	0.03%	23
2016 Q3	$157K	Hold	790	–	–	0.03%	22
2016 Q2	$152K	Buy	+790	New	+$150K	0.03%	22

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

INR Advisory Services's VOO Position: Q3 2017 in Review

INR Advisory Services sold out of Vanguard S&P 500 ETF (VOO) in Q3 2017, closing a stake of 790 shares — an estimated $175K sold.

INR Advisory Services first reported a position in VOO in Q2 2016 and held it in 5 quarters. The position peaked at $175K in Q2 2017. 720 funds tracked by Wall St. Rank hold VOO as of Q3 2017.

INR Advisory Services reported no remaining Vanguard S&P 500 ETF position as of Q3 2017 after selling out during the quarter.
INR Advisory Services sold 790 Vanguard S&P 500 ETF shares in Q3 2017, an estimated $175K.
INR Advisory Services first reported a position in Vanguard S&P 500 ETF in Q2 2016 and held it in 5 quarters.
INR Advisory Services's Vanguard S&P 500 ETF position peaked at $175K in Q2 2017.
720 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2017.

Based on INR Advisory Services's 13F filing for Q3 2017, filed 9 Nov 2017.