Clarus Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-574	Closed	-$86K	–	523
2019 Q2	$86K	Hold	574	–	–	0.06%	213
2019 Q1	$83K	Buy	574 +2	+0.3%	+$277	0.06%	221
2018 Q4	$75K	Buy	572 +3	+0.5%	+$420	0.12%	207
2018 Q3	$80K	Buy	569 +6	+1%	+$837	0.05%	230
2018 Q2	$77K	Buy	+563	New	+$74.5K	0.06%	225

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Clarus Wealth Advisors's VDC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2019, closing a stake of 574 shares — an estimated $86K sold.

Clarus Wealth Advisors first reported a position in VDC in Q2 2018 and held it in 5 quarters. The position peaked at $86K in Q2 2019. 296 funds tracked by Wall St. Rank hold VDC as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 574 Vanguard Consumer Staples ETF shares in Q3 2019, an estimated $86K.
Clarus Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $86K in Q2 2019.
296 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.