Clarus Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,456	Closed	-$103K	–	535
2019 Q2	$103K	Sell	2,456 -268	-10%	-$11K	0.07%	185
2019 Q1	$109K	Buy	2,724 +400	+17%	+$15.4K	0.08%	176
2018 Q4	$80K	Buy	2,324 +16	+0.7%	+$601	0.13%	201
2018 Q3	$95K	Buy	2,308 +8	+0.3%	+$326	0.06%	214
2018 Q2	$89K	Buy	+2,300	New	+$90.3K	0.07%	213

Other funds holding VO

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2019, closing a stake of 2,456 shares — an estimated $103K sold.

Clarus Wealth Advisors first reported a position in VO in Q2 2018 and held it in 5 quarters. The position peaked at $109K in Q1 2019. 888 funds tracked by Wall St. Rank hold VO as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 2,456 Vanguard Morningstar Mid-Cap ETF shares in Q3 2019, an estimated $103K.
Clarus Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $109K in Q1 2019.
888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2019.

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