CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
10,172
-34
| -0.3% | -$6.63K | 0.03% | 130 |
|
|
2025
Q1 | $1.9M | Sell |
10,206
-544
| -5% | -$101K | 0.04% | 126 |
|
|
2024
Q4 | $2.13M | Sell |
10,750
-244
| -2% | -$48.4K | 0.04% | 112 |
|
|
2024
Q3 | $2.21M | Buy |
10,994
+493
| +5% | +$99K | 0.05% | 110 |
|
|
2024
Q2 | $1.92M | Buy |
10,501
+480
| +5% | +$87.6K | 0.04% | 109 |
|
|
2024
Q1 | $1.92M | Hold |
10,021
| – | – | 0.04% | 103 |
|
|
2023
Q4 | $1.8M | Sell |
10,021
-353
| -3% | -$63.5K | 0.04% | 112 |
|
|
2023
Q3 | $1.65M | Sell |
10,374
-267
| -3% | -$42.6K | 0.05% | 107 |
|
|
2023
Q2 | $1.76M | Sell |
10,641
-1,779
| -14% | -$294K | 0.05% | 111 |
|
|
2023
Q1 | $1.97M | Sell |
12,420
-540
| -4% | -$85.7K | 0.06% | 100 |
|
|
2022
Q4 | $2.06M | Buy |
+12,960
| New | +$2.06M | 0.08% | 100 |
|
|
2021
Q4 | – | Sell |
-6,387
| Closed | -$1.08M | – | 291 |
|
|
2021
Q3 | $1.08M | Buy |
6,387
+23
| +0.4% | +$3.89K | 0.04% | 140 |
|
|
2021
Q2 | $1.11M | Buy |
+6,364
| New | +$1.11M | 0.05% | 142 |
|