Clarus Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-953	Closed	-$40K	–	524
2019 Q2	$40K	Sell	953 -189	-17%	-$7.79K	0.03%	296
2019 Q1	$47K	Hold	1,142	–	–	0.04%	305
2018 Q4	$42K	Buy	1,142 +12	+1%	+$475	0.07%	287
2018 Q3	$49K	Buy	1,130 +210	+23%	+$9.05K	0.03%	303
2018 Q2	$41K	Buy	+920	New	+$41K	0.03%	316

Other funds holding VEA

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2019, closing a stake of 953 shares — an estimated $40K sold.

Clarus Wealth Advisors first reported a position in VEA in Q2 2018 and held it in 5 quarters. The position peaked at $49K in Q3 2018. 1,191 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 953 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $40K.
Clarus Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $49K in Q3 2018.
1,191 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

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