Clarus Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-184	Closed	-$16K	–	542
2019 Q2	$16K	Sell	184 -181	-50%	-$15.7K	0.01%	393
2019 Q1	$31K	Hold	365	–	–	0.02%	357
2018 Q4	$28K	Hold	365	–	–	0.04%	351
2018 Q3	$32K	Hold	365	–	–	0.02%	364
2018 Q2	$30K	Buy	+365	New	+$30.6K	0.02%	367

Other funds holding VYM

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJA

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Clarus Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 184 shares — an estimated $16K sold.

Clarus Wealth Advisors first reported a position in VYM in Q2 2018 and held it in 5 quarters. The position peaked at $32K in Q3 2018. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 184 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $16K.
Clarus Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $32K in Q3 2018.
859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

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