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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio VSGX Stock Details VSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,405
Closed -$210K – 297
2021
Q3 		$210K Hold
3,405
– – 0.01% 297
2021
Q2 		$218K Buy
+3,405
New +$217K 0.01% 297

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2021, closing a stake of 3,405 shares — an estimated $210K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VSGX in Q2 2021 and held it in 2 quarters. The position peaked at $218K in Q2 2021. 251 funds tracked by Wall St. Rank hold VSGX as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,405 Vanguard ESG International Stock ETF shares in Q4 2021, an estimated $210K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $218K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2021.

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