CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,755
| Closed | -$1.04M | – | 290 |
|
|
2021
Q3 | $1.04M | Sell |
4,755
-1,001
| -17% | -$219K | 0.04% | 145 |
|
|
2021
Q2 | $1.3M | Buy |
+5,756
| New | +$1.3M | 0.05% | 127 |
|
|
2015
Q3 | – | Sell |
-6,291
| Closed | -$764K | – | 158 |
|
|
2015
Q2 | $764K | Buy |
+6,291
| New | +$764K | 0.15% | 81 |
|