Clarius Group LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarius Group LLC’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,189	Closed	-$330K	–	297
2020 Q1	$330K	Sell	3,189 -4,000	-56%	-$477K	0.06%	167
2019 Q4	$913K	Hold	7,189	–	–	0.14%	83
2019 Q3	$860K	Hold	7,189	–	–	0.16%	83
2019 Q2	$828K	Hold	7,189	–	–	0.17%	74
2019 Q1	$788K	Hold	7,189	–	–	0.19%	72
2018 Q4	$704K	Hold	7,189	–	–	0.26%	48
2018 Q3	$796K	Hold	7,189	–	–	0.28%	43
2018 Q2	$731K	Hold	7,189	–	–	0.3%	41
2018 Q1	$726K	Hold	7,189	–	–	0.33%	34
2017 Q4	$733K	Hold	7,189	–	–	0.33%	38
2017 Q3	$681K	Hold	7,189	–	–	0.29%	42
2017 Q2	$666K	Sell	7,189 -34	-0.5%	-$3.12K	0.27%	43
2017 Q1	$647K	Buy	7,223 +34	+0.5%	+$3.01K	0.27%	47
2016 Q4	$612K	Hold	7,189	–	–	0.26%	45
2016 Q3	$603K	Buy	+7,189	New	+$609K	0.28%	42

Other funds holding VIG

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Clarius Group LLC's VIG Position: Q2 2020 in Review

Clarius Group LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2020, closing a stake of 3,189 shares — an estimated $330K sold.

Clarius Group LLC first reported a position in VIG in Q3 2016 and held it in 15 quarters. The position peaked at $913K in Q4 2019. 1,200 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Clarius Group LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2020 after selling out during the quarter.
Clarius Group LLC sold 3,189 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $330K.
Clarius Group LLC first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and held it in 15 quarters.
Clarius Group LLC's Vanguard Dividend Appreciation ETF position peaked at $913K in Q4 2019.
1,200 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Clarius Group LLC's 13F filing for Q2 2020, filed 8 Jul 2020.