Clarus Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,279	Closed	-$410K	–	118
2022 Q2	$410K	Buy	2,279 +255	+13%	+$49.4K	0.29%	70
2022 Q1	$435K	Buy	2,024 +402	+25%	+$88.7K	0.27%	65
2021 Q4	$386K	Buy	+1,622	New	+$409K	0.22%	69
2019 Q3	–	Sell	-330	Closed	-$49K	–	538
2019 Q2	$49K	Buy	330 +270	+450%	+$39.4K	0.04%	275
2019 Q1	$9K	Hold	60	–	–	0.01%	536
2018 Q4	$7K	Hold	60	–	–	0.01%	560
2018 Q3	$9K	Sell	60 -30	-33%	-$4.2K	0.01%	557
2018 Q2	$12K	Buy	+90	New	+$12K	0.01%	505

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clarus Wealth Advisors's VOT Position: Q3 2022 in Review

Clarus Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2022, closing a stake of 2,279 shares — an estimated $410K sold.

Clarus Wealth Advisors first reported a position in VOT in Q2 2018 and held it in 8 quarters. The position peaked at $435K in Q1 2022. 679 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

Clarus Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 2,279 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $410K.
Clarus Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and held it in 8 quarters.
Clarus Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $435K in Q1 2022.
679 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Clarus Wealth Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.