CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,396	Closed	-$954K	–	193
2024 Q3	$954K	Buy	11,396 +261	+2%	+$21.5K	0.02%	142
2024 Q2	$890K	Sell	11,135 -1,435	-11%	-$114K	0.02%	140
2024 Q1	$1.01M	Sell	12,570 -3,197	-20%	-$257K	0.02%	132
2023 Q4	$1.28M	Buy	+15,767	New	+$1.22M	0.03%	120
2023 Q1	–	Sell	-12,853	Closed	-$996K	–	206
2022 Q4	$996K	Buy	+12,853	New	+$988K	0.04%	136
2022 Q3	–	Sell	-20,076	Closed	-$1.61M	–	165
2022 Q2	$1.61M	Sell	20,076 -3,353	-14%	-$274K	0.07%	114
2022 Q1	$2.02M	Sell	23,429 -7,512	-24%	-$667K	0.07%	105
2021 Q4	$2.87M	Sell	30,941 -5,156	-14%	-$483K	0.1%	83
2021 Q3	$3.41M	Sell	36,097 -10,151	-22%	-$969K	0.13%	70
2021 Q2	$4.4M	Sell	46,248 -20,950	-31%	-$1.97M	0.18%	64
2021 Q1	$6.25M	Sell	67,198 -224,623	-77%	-$21.3M	0.3%	49
2020 Q4	$28.3M	Buy	291,821 +53,654	+23%	+$5.17M	1.39%	22
2020 Q3	$22.8M	Buy	238,167 +45,578	+24%	+$4.38M	1.29%	24
2020 Q2	$18.3M	Buy	+192,589	New	+$17.7M	1.12%	28
2016 Q1	–	Sell	-10,266	Closed	-$863K	–	116
2015 Q4	$863K	Sell	10,266 -333	-3%	-$28.3K	0.15%	80
2015 Q3	$905K	Sell	10,599 -396	-4%	-$33.6K	0.17%	77
2015 Q2	$938K	Buy	+10,995	New	+$951K	0.19%	66