INR Advisory Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-287	Closed	-$18K	–	115
2017 Q1	$18K	Buy	+287	New	+$17.8K	﹤0.01%	36
2016 Q4	–	Sell	-287	Closed	-$17K	–	69
2016 Q3	$17K	Hold	287	–	–	﹤0.01%	35
2016 Q2	$16K	Buy	+287	New	+$16K	﹤0.01%	35
2015 Q1	–	Sell	-243	Closed	-$14K	–	41
2014 Q4	$14K	Sell	243 -432	-64%	-$25.2K	﹤0.01%	37
2014 Q3	$40K	Buy	675 +217	+47%	+$13.5K	0.01%	37
2014 Q2	$29K	Hold	458	–	–	0.01%	36
2014 Q1	$27K	Sell	458 -287	-39%	-$16.9K	0.01%	40
2013 Q4	$46K	Buy	745 +376	+102%	+$23K	0.01%	35
2013 Q3	$22K	Hold	369	–	–	0.01%	41
2013 Q2	$21K	Buy	+369	New	+$21.6K	0.01%	41

Other funds holding VPL

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

INR Advisory Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2017, closing a stake of 287 shares — an estimated $18K sold.

INR Advisory Services first reported a position in VPL in Q2 2013 and held it in 10 quarters. The position peaked at $46K in Q4 2013. 203 funds tracked by Wall St. Rank hold VPL as of Q2 2017.

INR Advisory Services reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2017 after selling out during the quarter.
INR Advisory Services sold 287 Vanguard FTSE Pacific ETF shares in Q2 2017, an estimated $18K.
INR Advisory Services first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 10 quarters.
INR Advisory Services's Vanguard FTSE Pacific ETF position peaked at $46K in Q4 2013.
203 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2017.

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