CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,725
| Closed | -$1.83M | – | 294 |
|
|
2021
Q3 | $1.83M | Sell |
7,725
-935
| -11% | -$221K | 0.07% | 106 |
|
|
2021
Q2 | $2.06M | Sell |
8,660
-1,451
| -14% | -$344K | 0.08% | 99 |
|
|
2021
Q1 | $2.24M | Buy |
+10,111
| New | +$2.24M | 0.11% | 90 |
|
|
2019
Q4 | $1.88M | Sell |
10,529
-62
| -0.6% | -$11K | 0.15% | 78 |
|
|
2019
Q3 | $1.78M | Buy |
+10,591
| New | +$1.78M | 0.16% | 77 |
|
|
2015
Q3 | – | Sell |
-6,549
| Closed | -$835K | – | 162 |
|
|
2015
Q2 | $835K | Buy |
+6,549
| New | +$835K | 0.17% | 75 |
|