CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,396
| Closed | -$954K | – | 193 |
|
|
2024
Q3 | $954K | Buy |
11,396
+261
| +2% | +$21.9K | 0.02% | 142 |
|
|
2024
Q2 | $890K | Sell |
11,135
-1,435
| -11% | -$115K | 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 | +$1.28M | 0.03% | 120 |
|
|
2023
Q1 | – | Sell |
-12,853
| Closed | -$996K | – | 206 |
|
|
2022
Q4 | $996K | Buy |
+12,853
| New | +$996K | 0.04% | 136 |
|
|
2022
Q3 | – | Sell |
-20,076
| Closed | -$1.61M | – | 165 |
|
|
2022
Q2 | $1.61M | Sell |
20,076
-3,353
| -14% | -$268K | 0.07% | 114 |
|
|
2022
Q1 | $2.02M | Sell |
23,429
-7,512
| -24% | -$646K | 0.07% | 105 |
|
|
2021
Q4 | $2.87M | Sell |
30,941
-5,156
| -14% | -$478K | 0.1% | 83 |
|
|
2021
Q3 | $3.41M | Sell |
36,097
-10,151
| -22% | -$958K | 0.13% | 70 |
|
|
2021
Q2 | $4.4M | Sell |
46,248
-20,950
| -31% | -$1.99M | 0.18% | 64 |
|
|
2021
Q1 | $6.25M | Sell |
67,198
-224,623
| -77% | -$20.9M | 0.3% | 49 |
|
|
2020
Q4 | $28.3M | Buy |
291,821
+53,654
| +23% | +$5.21M | 1.39% | 22 |
|
|
2020
Q3 | $22.8M | Buy |
238,167
+45,578
| +24% | +$4.37M | 1.29% | 24 |
|
|
2020
Q2 | $18.3M | Buy |
+192,589
| New | +$18.3M | 1.12% | 28 |
|
|
2016
Q1 | – | Sell |
-10,266
| Closed | -$863K | – | 116 |
|
|
2015
Q4 | $863K | Sell |
10,266
-333
| -3% | -$28K | 0.15% | 80 |
|
|
2015
Q3 | $905K | Sell |
10,599
-396
| -4% | -$33.8K | 0.17% | 77 |
|
|
2015
Q2 | $938K | Buy |
+10,995
| New | +$938K | 0.19% | 66 |
|