Clarus Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-371	Closed	-$32K	–	525
2019 Q2	$32K	Hold	371	–	–	0.02%	318
2019 Q1	$33K	Buy	371 +3	+0.8%	+$260	0.02%	348
2018 Q4	$28K	Buy	368 +2	+0.5%	+$183	0.04%	350
2018 Q3	$38K	Sell	366 -202	-36%	-$20.9K	0.02%	338
2018 Q2	$52K	Buy	+568	New	+$58.1K	0.04%	281

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Clarus Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2019, closing a stake of 371 shares — an estimated $32K sold.

Clarus Wealth Advisors first reported a position in VDE in Q2 2018 and held it in 5 quarters. The position peaked at $52K in Q2 2018. 282 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 371 Vanguard Energy ETF shares in Q3 2019, an estimated $32K.
Clarus Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard Energy ETF position peaked at $52K in Q2 2018.
282 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

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