CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.53M | Buy |
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|
2025
Q2 | $4.29M | Sell |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $4.43M | Sell |
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $4.75M | Sell |
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|
2024
Q1 | $4.88M | Sell |
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|
2023
Q4 | $124M | Buy |
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|
2023
Q3 | $111M | Buy |
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|
2023
Q2 | $105M | Sell |
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|
2023
Q1 | $132M | Buy |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $3.53M | Sell |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $3.87M | Buy |
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|
2021
Q2 | $3.91M | Buy |
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|
2021
Q1 | $3.74M | Buy |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $3.21M | Sell |
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|
2020
Q2 | $3.13M | Buy |
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|
2019
Q4 | $3.65M | Buy |
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|
2019
Q3 | $3.37M | Buy |
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|
2019
Q2 | $3.25M | Buy |
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|
2019
Q1 | $2.81M | Buy |
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|
2018
Q4 | $2.44M | Hold |
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|
2018
Q3 | $2.76M | Sell |
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|
2018
Q2 | $2.59M | Hold |
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|
2018
Q1 | $2.57M | Buy |
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|
2017
Q4 | $2.55M | Sell |
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|
2017
Q3 | $2.49M | Buy |
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|
2017
Q2 | $2.33M | Sell |
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|
2017
Q1 | $2.37M | Sell |
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|
2016
Q4 | $3.25M | Sell |
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|
2016
Q3 | $3.08M | Buy |
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|
2016
Q2 | $2.18M | Sell |
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|
2016
Q1 | $2.17M | Buy |
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|
2015
Q4 | $2.06M | Buy |
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|
2015
Q3 | $1.89M | Sell |
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|
2015
Q2 | $2.33M | Buy |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.13M | Sell |
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|
2014
Q3 | $2.2M | Sell |
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|
2014
Q2 | $2.22M | Sell |
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|
2014
Q1 | $2.15M | Buy |
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|
2013
Q4 | $2.1M | Buy |
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|
2013
Q3 | $1.84M | Buy |
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