CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $974K | Buy |
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|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $961K | Hold |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $770K | Hold |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $837K | Sell |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $987K | Sell |
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|
2020
Q4 | $997K | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2019
Q4 | $1.24M | Hold |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $986K | Buy |
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|
2018
Q4 | $961K | Buy |
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