CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $83.3M | Buy |
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|
2023
Q3 | $75.6M | Buy |
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|
2023
Q2 | $73.4M | Buy |
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|
2023
Q1 | $68.6M | Buy |
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|
2022
Q4 | $32.3M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $29M | Buy |
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|
2022
Q1 | $30M | Sell |
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|
2021
Q4 | $35.7M | Buy |
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|
2021
Q3 | $35.2M | Buy |
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|
2021
Q2 | $33.6M | Buy |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $2.91M | Sell |
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|
2020
Q2 | $22.6M | Buy |
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|
2019
Q4 | $896K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $832K | Sell |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $867K | Buy |
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