CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
12,160
-11
| -0.1% | -$875 | 0.02% | 165 |
|
|
2025
Q1 | $961K | Hold |
12,171
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $949K | Sell |
12,171
-1,371
| -10% | -$107K | 0.02% | 148 |
|
|
2024
Q3 | $1.08M | Buy |
+13,542
| New | +$1.08M | 0.02% | 140 |
|
|
2022
Q3 | – | Sell |
-10,098
| Closed | -$770K | – | 166 |
|
|
2022
Q2 | $770K | Hold |
10,098
| – | – | 0.03% | 143 |
|
|
2022
Q1 | $789K | Sell |
10,098
-205
| -2% | -$16K | 0.03% | 153 |
|
|
2021
Q4 | $837K | Sell |
10,303
-1,701
| -14% | -$138K | 0.03% | 133 |
|
|
2021
Q3 | $989K | Sell |
12,004
-963
| -7% | -$79.3K | 0.04% | 147 |
|
|
2021
Q2 | $1.07M | Buy |
12,967
+1,000
| +8% | +$82.7K | 0.04% | 144 |
|
|
2021
Q1 | $987K | Sell |
11,967
-7
| -0.1% | -$577 | 0.05% | 126 |
|
|
2020
Q4 | $997K | Sell |
11,974
-452
| -4% | -$37.6K | 0.05% | 118 |
|
|
2020
Q3 | $1.03M | Sell |
12,426
-246
| -2% | -$20.4K | 0.06% | 112 |
|
|
2020
Q2 | $1.05M | Buy |
+12,672
| New | +$1.05M | 0.06% | 109 |
|
|
2019
Q4 | $1.24M | Hold |
15,346
| – | – | 0.1% | 97 |
|
|
2019
Q3 | $1.24M | Buy |
15,346
+768
| +5% | +$62.3K | 0.11% | 86 |
|
|
2019
Q2 | $1.18M | Buy |
14,578
+2,219
| +18% | +$179K | 0.12% | 76 |
|
|
2019
Q1 | $986K | Buy |
12,359
+33
| +0.3% | +$2.63K | 0.11% | 78 |
|
|
2018
Q4 | $961K | Buy |
+12,326
| New | +$961K | 0.1% | 103 |
|