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Clarus Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Clarus Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-793
Closed -$69K – 534
2019
Q2 		$69K Sell
793
-108
-12% -$9.45K 0.05% 240
2019
Q1 		$78K Hold
901
– – 0.06% 230
2018
Q4 		$67K Buy
901
+4
+0.4% +$315 0.11% 221
2018
Q3 		$72K Buy
897
+7
+0.8% +$576 0.05% 248
2018
Q2 		$67K Buy
+890
New +$69K 0.05% 241

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2019, closing a stake of 793 shares — an estimated $69K sold.

Clarus Wealth Advisors first reported a position in VNQ in Q2 2018 and held it in 5 quarters. The position peaked at $78K in Q1 2019. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 793 Vanguard Real Estate ETF shares in Q3 2019, an estimated $69K.
  • Clarus Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Vanguard Real Estate ETF position peaked at $78K in Q1 2019.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2019.

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