CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.8M | Sell |
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|
2025
Q2 | $17M | Buy |
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|
2025
Q1 | $13.8M | Sell |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $16.3M | Sell |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $16.2M | Sell |
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|
2023
Q4 | $16.4M | Buy |
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|
2023
Q3 | $14.4M | Sell |
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|
2023
Q2 | $15.8M | Sell |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $17.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $17.4M | Sell |
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|
2022
Q1 | $22M | Buy |
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|
2021
Q4 | $21M | Sell |
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|
2021
Q3 | $21.1M | Sell |
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|
2021
Q2 | $22.2M | Sell |
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|
2021
Q1 | $23.2M | Sell |
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|
2020
Q4 | $72M | Buy |
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|
2020
Q3 | $53.6M | Buy |
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|
2020
Q2 | $41.4M | Buy |
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|
2019
Q4 | $772K | Hold |
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|
2019
Q3 | $717K | Buy |
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|
2019
Q2 | $544K | Hold |
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|
2019
Q1 | $535K | Sell |
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|
2018
Q4 | $675K | Buy |
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|
2018
Q3 | $731K | Buy |
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|
2018
Q2 | $722K | Buy |
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|
2018
Q1 | $604K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $522K | Sell |
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|
2015
Q1 | $6.75M | Sell |
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|
2014
Q4 | $6.52M | Sell |
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|
2014
Q3 | $7.13M | Sell |
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|
2014
Q2 | $7.95M | Sell |
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|
2014
Q1 | $8.04M | Buy |
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|
2013
Q4 | $7.99M | Buy |
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|
2013
Q3 | $7.63M | Buy |
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|
2013
Q2 | $1.67M | Buy |
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