Total Clarity Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Total Clarity Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-399	Closed	-$79K	–	944
2022 Q2	$79K	Buy	+399	New	+$86.5K	0.04%	346
2022 Q1	–	Sell	-12	Closed	-$3K	–	884
2021 Q4	$3K	Hold	12	–	–	﹤0.01%	892
2021 Q3	$3K	Buy	+12	New	+$3.44K	﹤0.01%	902
2020 Q1	–	Sell	-75	Closed	-$15K	–	595
2019 Q4	$15K	Buy	+75	New	+$14.2K	0.01%	443

Other funds holding VBK

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Total Clarity Wealth Management's VBK Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2022, closing a stake of 399 shares — an estimated $79K sold.

Total Clarity Wealth Management first reported a position in VBK in Q4 2019 and held it in 4 quarters. The position peaked at $79K in Q2 2022. 798 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

Total Clarity Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 399 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $79K.
Total Clarity Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $79K in Q2 2022.
798 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.