CWA
Clarus Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$52K | – | 706 |
|
|
2019
Q1 | $52K | Sell |
200
-2,593
| -93% | -$674K | 0.04% | 282 |
|
|
2018
Q4 | $642K | Sell |
2,793
-3,064
| -52% | -$704K | 1.01% | 14 |
|
|
2018
Q3 | $1.56M | Buy |
5,857
+1,075
| +22% | +$287K | 1.02% | 14 |
|
|
2018
Q2 | $1.16M | Hold |
4,782
| – | – | 0.88% | 17 |
|
|
2018
Q1 | $1.16M | Buy |
+4,782
| New | +$1.16M | 1.07% | 17 |
|