CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,363
| Closed | -$1.2M | – | 197 |
|
|
2021
Q4 | $1.2M | Sell |
11,363
-950
| -8% | -$101K | 0.04% | 123 |
|
|
2021
Q3 | $1.3M | Sell |
12,313
-4,667
| -27% | -$493K | 0.05% | 125 |
|
|
2021
Q2 | $1.82M | Sell |
16,980
-4,661
| -22% | -$498K | 0.07% | 110 |
|
|
2021
Q1 | $2.19M | Sell |
21,641
-178,799
| -89% | -$18.1M | 0.1% | 91 |
|
|
2020
Q4 | $22.3M | Buy |
200,440
+37,666
| +23% | +$4.18M | 1.09% | 29 |
|
|
2020
Q3 | $17.4M | Buy |
162,774
+35,286
| +28% | +$3.77M | 0.98% | 30 |
|
|
2020
Q2 | $13.6M | Buy |
+127,488
| New | +$13.6M | 0.83% | 34 |
|