INR Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-94	Closed	-$11K	–	116
2017 Q1	$11K	Buy	+94	New	+$10.3K	﹤0.01%	44
2016 Q4	–	Sell	-94	Closed	-$10K	–	70
2016 Q3	$10K	Hold	94	–	–	﹤0.01%	40
2016 Q2	$11K	Buy	+94	New	+$10.1K	﹤0.01%	39
2014 Q4	–	Sell	-94	Closed	-$9K	–	51
2014 Q3	$9K	Buy	+94	New	+$8.69K	﹤0.01%	46
2014 Q1	–	Sell	-94	Closed	-$8K	–	61
2013 Q4	$8K	Buy	+94	New	+$7.86K	﹤0.01%	50

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

INR Advisory Services sold out of Vanguard Utilities ETF (VPU) in Q2 2017, closing a stake of 94 shares — an estimated $11K sold.

INR Advisory Services first reported a position in VPU in Q4 2013 and held it in 5 quarters. The position peaked at $11K in Q1 2017. 187 funds tracked by Wall St. Rank hold VPU as of Q2 2017.

INR Advisory Services reported no remaining Vanguard Utilities ETF position as of Q2 2017 after selling out during the quarter.
INR Advisory Services sold 94 Vanguard Utilities ETF shares in Q2 2017, an estimated $11K.
INR Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2013 and held it in 5 quarters.
INR Advisory Services's Vanguard Utilities ETF position peaked at $11K in Q1 2017.
187 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2017.

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