IAS
INR Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-939
| Closed | -$89K | – | 38 |
|
2015
Q1 | $89K | Sell |
939
-2,009
| -68% | -$190K | 0.02% | 26 |
|
2014
Q4 | $278K | Sell |
2,948
-1,044
| -26% | -$98.5K | 0.05% | 25 |
|
2014
Q3 | $361K | Sell |
3,992
-482
| -11% | -$43.6K | 0.07% | 29 |
|
2014
Q2 | $403K | Hold |
4,474
| – | – | 0.08% | 29 |
|
2014
Q1 | $385K | Sell |
4,474
-656
| -13% | -$56.5K | 0.09% | 29 |
|
2013
Q4 | $435K | Sell |
5,130
-483
| -9% | -$41K | 0.1% | 28 |
|
2013
Q3 | $434K | Hold |
5,613
| – | – | 0.11% | 28 |
|
2013
Q2 | $412K | Buy |
+5,613
| New | +$412K | 0.11% | 28 |
|