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Clarus Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Clarus Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-250
Closed -$11K – 541
2019
Q2 		$11K Sell
250
-199
-44% -$8.37K 0.01% 431
2019
Q1 		$19K Sell
449
-250
-36% -$10.3K 0.01% 429
2018
Q4 		$27K Sell
699
-152
-18% -$5.89K 0.04% 357
2018
Q3 		$35K Sell
851
-1,101
-56% -$46.3K 0.02% 348
2018
Q2 		$92K Buy
+1,952
New +$88.2K 0.07% 209

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's VWO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2019, closing a stake of 250 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in VWO in Q2 2018 and held it in 5 quarters. The position peaked at $92K in Q2 2018. 1,384 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 250 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $11K.
  • Clarus Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $92K in Q2 2018.
  • 1,384 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.