CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
19,926
-1,854
| -9% | -$109K | 0.02% | 154 |
|
|
2025
Q1 | $1.28M | Sell |
21,780
-688,098
| -97% | -$40.4M | 0.02% | 145 |
|
|
2024
Q4 | $41.3M | Buy |
709,878
+44,169
| +7% | +$2.57M | 0.8% | 29 |
|
|
2024
Q3 | $39.3M | Buy |
665,709
+55,567
| +9% | +$3.28M | 0.91% | 30 |
|
|
2024
Q2 | $35.4M | Buy |
610,142
+39,635
| +7% | +$2.3M | 0.76% | 30 |
|
|
2024
Q1 | $33.1M | Buy |
+570,507
| New | +$33.1M | 0.75% | 30 |
|