CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125M | Buy |
2,096,896
+131,953
| +7% | +$7.89M | 2.1% | 11 |
|
|
2025
Q1 | $117M | Buy |
1,964,943
+793,357
| +68% | +$47.1M | 2.18% | 10 |
|
|
2024
Q4 | $68M | Buy |
1,171,586
+76,432
| +7% | +$4.43M | 1.32% | 20 |
|
|
2024
Q3 | $66.2M | Buy |
1,095,154
+90,027
| +9% | +$5.44M | 1.53% | 19 |
|
|
2024
Q2 | $58.5M | Buy |
1,005,127
+67,431
| +7% | +$3.93M | 1.26% | 21 |
|
|
2024
Q1 | $54.9M | Buy |
+937,696
| New | +$54.9M | 1.25% | 21 |
|