CWA
Clarus Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,279
| Closed | -$410K | – | 118 |
|
|
2022
Q2 | $410K | Buy |
2,279
+255
| +13% | +$45.9K | 0.29% | 70 |
|
|
2022
Q1 | $435K | Buy |
2,024
+402
| +25% | +$86.4K | 0.27% | 65 |
|
|
2021
Q4 | $386K | Buy |
+1,622
| New | +$386K | 0.22% | 69 |
|
|
2019
Q3 | – | Sell |
-330
| Closed | -$49K | – | 538 |
|
|
2019
Q2 | $49K | Buy |
330
+270
| +450% | +$40.1K | 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% | -$4.5K | 0.01% | 557 |
|
|
2018
Q2 | $12K | Buy |
+90
| New | +$12K | 0.01% | 505 |
|