CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
44,069
-59
| -0.1% | -$7.58K | 0.1% | 81 |
|
|
2025
Q1 | $5.12M | Buy |
44,128
+59
| +0.1% | +$6.84K | 0.1% | 79 |
|
|
2024
Q4 | $5.18M | Hold |
44,069
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $5.28M | Sell |
44,069
-98
| -0.2% | -$11.7K | 0.12% | 66 |
|
|
2024
Q2 | $4.97M | Buy |
44,167
+143
| +0.3% | +$16.1K | 0.11% | 67 |
|
|
2024
Q1 | $4.86M | Buy |
44,024
+21
| +0% | +$2.32K | 0.11% | 66 |
|
|
2023
Q4 | $4.53M | Hold |
44,003
| – | – | 0.11% | 68 |
|
|
2023
Q3 | $4.1M | Hold |
44,003
| – | – | 0.11% | 66 |
|
|
2023
Q2 | $4.27M | Hold |
44,003
| – | – | 0.12% | 65 |
|
|
2023
Q1 | $4.05M | Buy |
44,003
+3
| +0% | +$276 | 0.12% | 67 |
|
|
2022
Q4 | $3.79M | Buy |
+44,000
| New | +$3.79M | 0.14% | 72 |
|
|
2022
Q3 | – | Sell |
-44,000
| Closed | -$3.76M | – | 171 |
|
|
2022
Q2 | $3.76M | Hold |
44,000
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $4.46M | Hold |
44,000
| – | – | 0.16% | 67 |
|
|
2021
Q4 | $4.73M | Hold |
44,000
| – | – | 0.17% | 61 |
|
|
2021
Q3 | $4.48M | Hold |
44,000
| – | – | 0.18% | 60 |
|
|
2021
Q2 | $4.56M | Hold |
44,000
| – | – | 0.19% | 59 |
|
|
2021
Q1 | $4.28M | Hold |
44,000
| – | – | 0.2% | 59 |
|
|
2020
Q4 | $4.07M | Hold |
44,000
| – | – | 0.2% | 61 |
|
|
2020
Q3 | $3.55M | Hold |
44,000
| – | – | 0.2% | 63 |
|
|
2020
Q2 | $3.29M | Buy |
+44,000
| New | +$3.29M | 0.2% | 62 |
|
|
2019
Q4 | $1.94M | Hold |
24,000
| – | – | 0.15% | 75 |
|
|
2019
Q3 | $1.8M | Hold |
24,000
| – | – | 0.16% | 76 |
|
|
2019
Q2 | $1.8M | Buy |
+24,000
| New | +$1.8M | 0.18% | 67 |
|