CWA
Clarus Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,227
| Closed | -$1.01M | – | 147 |
|
|
2022
Q4 | $1.01M | Buy |
+7,227
| New | +$1.01M | 0.66% | 35 |
|
|
2019
Q3 | – | Sell |
-442
| Closed | -$49K | – | 537 |
|
|
2019
Q2 | $49K | Buy |
442
+192
| +77% | +$21.3K | 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 | +$27K | 0.02% | 380 |
|