Clarus Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,227	Closed	-$1.01M	–	147
2022 Q4	$1.01M	Buy	+7,227	New	+$970K	0.66%	35
2019 Q3	–	Sell	-442	Closed	-$49K	–	537
2019 Q2	$49K	Buy	442 +192	+77%	+$21K	0.04%	274
2019 Q1	$27K	Hold	250	–	–	0.02%	382
2018 Q4	$24K	Hold	250	–	–	0.04%	377
2018 Q3	$28K	Hold	250	–	–	0.02%	385
2018 Q2	$27K	Buy	+250	New	+$27.7K	0.02%	380

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clarus Wealth Advisors's VOE Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 7,227 shares — an estimated $1.01M sold.

Clarus Wealth Advisors first reported a position in VOE in Q2 2018 and held it in 6 quarters. The position peaked at $1.01M in Q4 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Clarus Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 7,227 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $1.01M.
Clarus Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and held it in 6 quarters.
Clarus Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.01M in Q4 2022.
905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.