CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Hold |
10,393
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $2.67M | Hold |
10,393
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $2.8M | Hold |
10,393
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $2.74M | Hold |
10,393
| – | – | 0.06% | 94 |
|
|
2024
Q2 | $2.59M | Hold |
10,393
| – | – | 0.06% | 94 |
|
|
2024
Q1 | $2.49M | Sell |
10,393
-218
| -2% | -$52.3K | 0.06% | 93 |
|
|
2023
Q4 | $2.31M | Hold |
10,611
| – | – | 0.06% | 94 |
|
|
2023
Q3 | $2.08M | Buy |
10,611
+218
| +2% | +$42.7K | 0.06% | 93 |
|
|
2023
Q2 | $2.11M | Hold |
10,393
| – | – | 0.06% | 98 |
|
|
2023
Q1 | $1.94M | Hold |
10,393
| – | – | 0.06% | 103 |
|
|
2022
Q4 | $1.81M | Buy |
+10,393
| New | +$1.81M | 0.07% | 110 |
|
|
2022
Q3 | – | Sell |
-10,507
| Closed | -$1.81M | – | 175 |
|
|
2022
Q2 | $1.81M | Buy |
+10,507
| New | +$1.81M | 0.08% | 105 |
|
|
2021
Q4 | – | Sell |
-8,600
| Closed | -$1.73M | – | 298 |
|
|
2021
Q3 | $1.73M | Sell |
8,600
-1,481
| -15% | -$298K | 0.07% | 108 |
|
|
2021
Q2 | $2.02M | Buy |
+10,081
| New | +$2.02M | 0.08% | 101 |
|
|
2019
Q4 | $1.49M | Hold |
10,068
| – | – | 0.12% | 91 |
|
|
2019
Q3 | $1.37M | Buy |
+10,068
| New | +$1.37M | 0.12% | 83 |
|