INR Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,466	Closed	-$67K	–	70
2017 Q4	$67K	Sell	1,466 -378	-20%	-$16.9K	0.01%	20
2017 Q3	$80K	Hold	1,844	–	–	0.01%	18
2017 Q2	$75K	Sell	1,844 -757	-29%	-$30.7K	0.01%	20
2017 Q1	$103K	Sell	2,601 -3,340	-56%	-$129K	0.02%	25
2016 Q4	$213K	Sell	5,941 -460	-7%	-$16.8K	0.04%	22
2016 Q3	$241K	Hold	6,401	–	–	0.04%	21
2016 Q2	$226K	Buy	6,401 +304	+5%	+$10.4K	0.04%	21
2016 Q1	$211K	Hold	6,097	–	–	0.04%	21
2015 Q4	$199K	Hold	6,097	–	–	0.04%	21
2015 Q3	$202K	Sell	6,097 -18	-0.3%	-$654	0.04%	21
2015 Q2	$250K	Sell	6,115 -1,704	-22%	-$73.2K	0.05%	20
2015 Q1	$320K	Sell	7,819 -5,908	-43%	-$240K	0.06%	20
2014 Q4	$549K	Sell	13,727 -5,095	-27%	-$210K	0.11%	22
2014 Q3	$785K	Sell	18,822 -647	-3%	-$28.7K	0.16%	22
2014 Q2	$840K	Sell	19,469 -9,966	-34%	-$420K	0.17%	22
2014 Q1	$1.19M	Sell	29,435 -310,804	-91%	-$12.1M	0.27%	16
2013 Q4	$14M	Buy	340,239 +38,481	+13%	+$1.59M	3.24%	8
2013 Q3	$12.1M	Buy	301,758 +9,247	+3%	+$366K	3.19%	8
2013 Q2	$11.3M	Buy	+292,511	New	+$12.3M	3.11%	8

Other funds holding VWO

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

INR Advisory Services's VWO Position: Q1 2018 in Review

INR Advisory Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2018, closing a stake of 1,466 shares — an estimated $67K sold.

INR Advisory Services first reported a position in VWO in Q2 2013 and held it in 19 quarters. The position peaked at $14M in Q4 2013. 1,318 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

INR Advisory Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
INR Advisory Services sold 1,466 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $67K.
INR Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 19 quarters.
INR Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $14M in Q4 2013.
1,318 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on INR Advisory Services's 13F filing for Q1 2018, filed 30 Apr 2018.