Clarus Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Clarus Wealth Advisors’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-300	Closed	-$23K	–	666
2019 Q1	$23K	Hold	300	–	–	0.02%	398
2018 Q4	$21K	Sell	300 -70	-19%	-$5.34K	0.03%	398
2018 Q3	$30K	Buy	370 +33	+10%	+$2.6K	0.02%	375
2018 Q2	$25K	Buy	+337	New	+$25.3K	0.02%	393

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarus Wealth Advisors's MGV Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2019, closing a stake of 300 shares — an estimated $23K sold.

Clarus Wealth Advisors first reported a position in MGV in Q2 2018 and held it in 4 quarters. The position peaked at $30K in Q3 2018. 144 funds tracked by Wall St. Rank hold MGV as of Q2 2019.

Clarus Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 300 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2019, an estimated $23K.
Clarus Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $30K in Q3 2018.
144 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.