CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.16M Buy
2021
Q4
Sell
2021
Q3
$1.04M Sell
2021
Q2
$1.3M Buy
2015
Q3
Sell
2015
Q2
$764K Buy