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Clarus Wealth Advisors’s Vanguard 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Vanguard 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. 887 funds tracked by Wall St. Rank hold VO as of Q3 2019.

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

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