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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,568
Closed -$974K – 191
2023
Q4 		$974K Buy
+12,568
New +$926K 0.02% 137

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VTC Position: Q1 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2024, closing a stake of 12,568 shares — an estimated $974K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VTC in Q4 2023 and held it in 1 quarter. The position peaked at $974K in Q4 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q1 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,568 Vanguard Total Corporate Bond ETF shares in Q1 2024, an estimated $974K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Total Corporate Bond ETF position peaked at $974K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.