INR Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$33K	Sell	230 -301	-57%	-$42K	﹤0.01%	34
2018 Q4	$68K	Sell	531 -177	-25%	-$24.4K	0.01%	23
2018 Q3	$106K	Sell	708 -81	-10%	-$11.9K	0.01%	14
2018 Q2	$111K	Sell	789 -44	-5%	-$6.14K	0.02%	15
2018 Q1	$113K	Sell	833 -49	-6%	-$6.87K	0.02%	15
2017 Q4	$121K	Buy	882 +11	+1%	+$1.47K	0.02%	15
2017 Q3	$113K	Hold	871	–	–	0.02%	15
2017 Q2	$108K	Hold	871	–	–	0.02%	16
2017 Q1	$106K	Sell	871 -81	-9%	-$9.7K	0.02%	23
2016 Q4	$110K	Hold	952	–	–	0.02%	25
2016 Q3	$106K	Sell	952 -78	-8%	-$8.65K	0.02%	25
2016 Q2	$110K	Buy	1,030 +86	+9%	+$9.11K	0.02%	24
2016 Q1	$99K	Buy	944 +26	+3%	+$2.58K	0.02%	24
2015 Q4	$96K	Buy	918 +25	+3%	+$2.63K	0.02%	24
2015 Q3	$88K	Sell	893 -116	-11%	-$12.2K	0.02%	24
2015 Q2	$108K	Sell	1,009 -616	-38%	-$67.2K	0.02%	24
2015 Q1	$174K	Sell	1,625 -2,816	-63%	-$301K	0.03%	23
2014 Q4	$471K	Buy	4,441 +58	+1%	+$6K	0.09%	23
2014 Q3	$444K	Buy	4,383 +16	+0.4%	+$1.64K	0.09%	28
2014 Q2	$444K	Sell	4,367 -81	-2%	-$7.98K	0.09%	28
2014 Q1	$434K	Buy	4,448 +110	+3%	+$10.5K	0.1%	28
2013 Q4	$416K	Buy	4,338 +18	+0.4%	+$1.66K	0.1%	29
2013 Q3	$379K	Buy	4,320 +57	+1%	+$4.95K	0.1%	29
2013 Q2	$352K	Buy	+4,263	New	+$354K	0.1%	29

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

INR Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 57% in Q1 2019, selling an estimated $42K and leaving 230 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #34.

INR Advisory Services first reported a position in VTI in Q2 2013 and has held it in 24 quarters since. The position peaked at $471K in Q4 2014. 1,280 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

INR Advisory Services held 230 shares of Vanguard Morningstar Total Stock Market ETF worth $33K as of Q1 2019.
INR Advisory Services sold 301 Vanguard Morningstar Total Stock Market ETF shares in Q1 2019, an estimated $42K.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #34 holding.
INR Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $471K in Q4 2014.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2019.

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