CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463M | Buy |
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|
2025
Q2 | $432M | Buy |
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|
2025
Q1 | $365M | Sell |
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|
2024
Q4 | $361M | Buy |
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|
2024
Q3 | $368M | Buy |
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|
2024
Q2 | $325M | Buy |
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|
2024
Q1 | $310M | Buy |
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|
2023
Q4 | $275M | Buy |
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|
2023
Q3 | $239M | Buy |
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|
2023
Q2 | $229M | Buy |
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|
2023
Q1 | $217M | Sell |
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|
2022
Q4 | $224M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $173M | Buy |
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|
2022
Q1 | $188M | Buy |
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|
2021
Q4 | $140M | Buy |
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|
2021
Q3 | $131M | Buy |
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|
2021
Q2 | $122M | Buy |
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|
2021
Q1 | $99.4M | Buy |
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|
2020
Q4 | $18.9M | Buy |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $14M | Buy |
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|
2019
Q4 | $8.03M | Buy |
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|
2019
Q3 | $7.13M | Sell |
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|
2019
Q2 | $7.43M | Buy |
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|
2019
Q1 | $7.16M | Sell |
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|
2018
Q4 | $7.09M | Sell |
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|
2018
Q3 | $9.94M | Sell |
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|
2018
Q2 | $11.1M | Buy |
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|
2018
Q1 | $11M | Buy |
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|
2017
Q4 | $10.9M | Sell |
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|
2017
Q3 | $10.7M | Sell |
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|
2017
Q2 | $10.3M | Sell |
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|
2017
Q1 | $10M | Buy |
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|
2016
Q4 | $9.19M | Sell |
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|
2016
Q3 | $10.8M | Sell |
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|
2016
Q2 | $10.4M | Sell |
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|
2016
Q1 | $12.4M | Sell |
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|
2015
Q4 | $19.2M | Sell |
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|
2015
Q3 | $23.1M | Sell |
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|
2015
Q2 | $29.4M | Sell |
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|
2015
Q1 | $32M | Sell |
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|
2014
Q4 | $35.8M | Buy |
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|
2014
Q3 | $32.1M | Buy |
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|
2014
Q2 | $33.5M | Buy |
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|
2014
Q1 | $29.5M | Buy |
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|
2013
Q4 | $22M | Buy |
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|
2013
Q3 | $17.8M | Buy |
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|
2013
Q2 | $395K | Buy |
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