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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,614
Closed -$644K – 295
2021
Q3 		$644K Hold
4,614
– – 0.03% 194
2021
Q2 		$648K Buy
+4,614
New +$652K 0.03% 199

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VOE Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 4,614 shares — an estimated $644K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VOE in Q2 2021 and held it in 2 quarters. The position peaked at $648K in Q2 2021. 832 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,614 Vanguard Mid-Cap Value ETF shares in Q4 2021, an estimated $644K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $648K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.