Clarus Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-614
| Closed | -$103K | – | 535 |
|
2019
Q2 | $103K | Sell |
614
-67
| -10% | -$11.2K | 0.07% | 185 |
|
2019
Q1 | $109K | Buy |
681
+100
| +17% | +$16K | 0.08% | 176 |
|
2018
Q4 | $80K | Buy |
581
+4
| +0.7% | +$551 | 0.13% | 201 |
|
2018
Q3 | $95K | Buy |
577
+2
| +0.3% | +$329 | 0.06% | 214 |
|
2018
Q2 | $89K | Buy |
+575
| New | +$89K | 0.07% | 213 |
|