Clarus Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-419	Closed	-$48K	–	531
2019 Q2	$48K	Buy	419 +3	+0.7%	+$336	0.03%	277
2019 Q1	$46K	Sell	416 -21	-5%	-$2.21K	0.03%	309
2018 Q4	$43K	Buy	437 +5	+1%	+$521	0.07%	282
2018 Q3	$48K	Sell	432 -1	-0.2%	-$107	0.03%	306
2018 Q2	$44K	Buy	+433	New	+$44.1K	0.03%	306

Other funds holding VIG

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2019, closing a stake of 419 shares — an estimated $48K sold.

Clarus Wealth Advisors first reported a position in VIG in Q2 2018 and held it in 5 quarters. The position peaked at $48K in Q2 2019. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 419 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $48K.
Clarus Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $48K in Q2 2019.
1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

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