CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,826
| Closed | -$1.17M | – | 171 |
|
|
2015
Q1 | $1.17M | Sell |
11,826
-337
| -3% | -$33.5K | 0.26% | 54 |
|
|
2014
Q4 | $1.16M | Sell |
12,163
-502
| -4% | -$47.8K | 0.25% | 50 |
|
|
2014
Q3 | $1.29M | Sell |
12,665
-682
| -5% | -$69.6K | 0.28% | 46 |
|
|
2014
Q2 | $1.48M | Sell |
13,347
-611
| -4% | -$67.9K | 0.29% | 47 |
|
|
2014
Q1 | $1.49M | Buy |
13,958
+82
| +0.6% | +$8.77K | 0.33% | 47 |
|
|
2013
Q4 | $1.43M | Sell |
13,876
-193
| -1% | -$19.9K | 0.36% | 46 |
|
|
2013
Q3 | $1.39M | Buy |
+14,069
| New | +$1.39M | 0.38% | 48 |
|