Clarus Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Clarus Wealth Advisors

$182 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 24, 2019	SELL	$252.12 - $271.73 $50,424 - $54,346	-200 Closed	0 $0
Q1 2019 Apr 04, 2019	SELL	$224.5 - $261.43 $582,128 - $677,887	-2,593 Reduced 92.84%	200 $52,000
Q4 2018 Feb 05, 2019	SELL	$215.07 - $268.24 $658,974 - $821,887	-3,064 Reduced 52.31%	2,793 $642,000
Q4 2018 Jan 08, 2019	BUY	$215.07 - $268.24 $658,974 - $821,887	3,064 Added 109.7%	5,857 $1.56 Million
Q4 2018 Jan 07, 2019	SELL	$215.07 - $268.24 $658,974 - $821,887	-3,064 Reduced 52.31%	2,793 $642,000
Q3 2018 Oct 03, 2018	BUY	$248.79 - $269.75 $267,449 - $289,981	1,075 Added 22.48%	5,857 $1.56 Million
Q1 2018 May 11, 2018	BUY	$236.79 - $263.36 $1.13 Million - $1.26 Million	4,782 New	4,782 $1.16 Million

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

Vanguard Group Inc Valley Forge, PA

27.6M
Shares

$14.4 Billion
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

23.1M
Shares

$12.1 Billion
7.69% of portfolio
Bank Of America Corp Charlotte, NC

22.9M
Shares

$12 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

21M
Shares

$11 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$10.4 Billion
0.78% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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