CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.16M | Hold |
|
|||||
|
2025
Q2 | $2.02M | Sell |
|
|||||
|
2025
Q1 | $1.79M | Buy |
|
|||||
|
2024
Q4 | $1.76M | Buy |
|
|||||
|
2024
Q3 | $1.92M | Buy |
|
|||||
|
2024
Q2 | $1.82M | Buy |
|
|||||
|
2024
Q1 | $1.83M | Hold |
|
|||||
|
2023
Q4 | $1.73M | Buy |
|
|||||
|
2023
Q3 | $1.61M | Buy |
|
|||||
|
2023
Q2 | $1.68M | Buy |
|
|||||
|
2023
Q1 | $1.63M | Buy |
|
|||||
|
2022
Q4 | $1.55M | Buy |
|
|||||
|
2022
Q3 | $1.38M | Buy |
|
|||||
|
2022
Q2 | $1.26M | Buy |
|
|||||
|
2022
Q1 | $1.48M | Buy |
|
|||||
|
2021
Q4 | $1.45M | Hold |
|
|||||
|
2021
Q3 | $1.5M | Hold |
|
|||||
|
2021
Q2 | $1.53M | Hold |
|
|||||
|
2021
Q1 | $1.51M | Hold |
|
|||||
|
2020
Q4 | $1.48M | Hold |
|
|||||
|
2020
Q3 | $1.26M | Hold |
|
|||||
|
2020
Q2 | $1.18M | Buy |
|
|||||
|
2019
Q4 | $1.29M | Hold |
|
|||||
|
2019
Q3 | $1.22M | Hold |
|
|||||
|
2019
Q2 | $1.23M | Hold |
|
|||||
|
2019
Q1 | $1.22M | Hold |
|
|||||
|
2018
Q4 | $1.12M | Hold |
|
|||||
|
2018
Q3 | $1.32M | Hold |
|
|||||
|
2018
Q2 | $1.3M | Hold |
|
|||||
|
2018
Q1 | $1.35M | Hold |
|
|||||
|
2017
Q4 | $1.35M | Hold |
|
|||||
|
2017
Q3 | $1.26M | Hold |
|
|||||
|
2017
Q2 | $1.22M | Sell |
|
|||||
|
2017
Q1 | $1.18M | Buy |
|
|||||
|
2016
Q4 | $963K | Buy |
|
|||||
|
2016
Q3 | $980K | Sell |
|
|||||
|
2016
Q2 | $911K | Sell |
|
|||||
|
2016
Q1 | $903K | Sell |
|
|||||
|
2015
Q4 | $931K | Sell |
|
|||||
|
2015
Q3 | $882K | Hold |
|
|||||
|
2015
Q2 | $1M | Buy |
|
|||||
|
2015
Q1 | $984K | Sell |
|
|||||
|
2014
Q4 | $923K | Sell |
|
|||||
|
2014
Q3 | $966K | Buy |
|
|||||
|
2014
Q2 | $1.01M | Sell |
|
|||||
|
2014
Q1 | $971K | Hold |
|
|||||
|
2013
Q4 | $1.01M | Buy |
|
|||||
|
2013
Q3 | $976K | Buy |
|