Clarus Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-200	Closed	-$52K	–	706
2019 Q1	$52K	Sell	200 -2,593	-93%	-$648K	0.04%	282
2018 Q4	$642K	Sell	2,793 -3,064	-52%	-$759K	1.01%	14
2018 Q3	$1.56M	Buy	5,857 +1,075	+22%	+$281K	1.02%	14
2018 Q2	$1.16M	Hold	4,782	–	–	0.88%	17
2018 Q1	$1.16M	Buy	+4,782	New	+$1.2M	1.07%	17

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarus Wealth Advisors's VOO Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2019, closing a stake of 200 shares — an estimated $52K sold.

Clarus Wealth Advisors first reported a position in VOO in Q1 2018 and held it in 5 quarters. The position peaked at $1.56M in Q3 2018. 1,115 funds tracked by Wall St. Rank hold VOO as of Q2 2019.

Clarus Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 200 Vanguard S&P 500 ETF shares in Q2 2019, an estimated $52K.
Clarus Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.56M in Q3 2018.
1,115 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.