CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $774K | Sell |
|
|||||
|
2024
Q1 | $827K | Sell |
|
|||||
|
2023
Q4 | $62M | Buy |
|
|||||
|
2023
Q3 | $50.7M | Buy |
|
|||||
|
2023
Q2 | $52.9M | Buy |
|
|||||
|
2023
Q1 | $49.9M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.9M | Sell |
|
|||||
|
2021
Q3 | $1.99M | Sell |
|
|||||
|
2021
Q2 | $2.62M | Sell |
|
|||||
|
2021
Q1 | $3.13M | Sell |
|
|||||
|
2020
Q4 | $33.1M | Buy |
|
|||||
|
2020
Q3 | $27M | Buy |
|