CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,879	Closed	-$782K	–	192
2022 Q4	$782K	Buy	11,879 +1,323	+13%	+$88.2K	0.03%	147
2022 Q3	$664K	Sell	10,556 -1,465	-12%	-$103K	0.08%	68
2022 Q2	$798K	Sell	12,021 -9	-0.1%	-$650	0.03%	142
2022 Q1	$975K	Buy	+12,030	New	+$967K	0.03%	141
2021 Q4	–	Sell	-9,905	Closed	-$793K	–	209
2021 Q3	$793K	Buy	9,905 +50	+0.5%	+$4.12K	0.03%	164
2021 Q2	$788K	Sell	9,855 -3,843	-28%	-$298K	0.03%	173
2021 Q1	$1.01M	Buy	13,698 +50	+0.4%	+$3.62K	0.05%	124
2020 Q4	$958K	Buy	13,648 +100	+0.7%	+$6.6K	0.05%	121
2020 Q3	$837K	Hold	13,548	–	–	0.05%	120
2020 Q2	$764K	Buy	+13,548	New	+$712K	0.05%	119