CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
14,858
-21,168
| -59% | -$1.46M | 0.02% | 159 |
|
|
2025
Q1 | $2.24M | Buy |
36,026
+14,767
| +69% | +$917K | 0.04% | 114 |
|
|
2024
Q4 | $1.25M | Sell |
21,259
-5,270
| -20% | -$311K | 0.02% | 136 |
|
|
2024
Q3 | $1.72M | Buy |
26,529
+11,023
| +71% | +$714K | 0.04% | 124 |
|
|
2024
Q2 | $935K | Buy |
15,506
+686
| +5% | +$41.4K | 0.02% | 136 |
|
|
2024
Q1 | $894K | Sell |
14,820
-548
| -4% | -$33K | 0.02% | 137 |
|
|
2023
Q4 | $891K | Buy |
15,368
+519
| +3% | +$30.1K | 0.02% | 145 |
|
|
2023
Q3 | $795K | Sell |
14,849
-724
| -5% | -$38.7K | 0.02% | 134 |
|
|
2023
Q2 | $873K | Sell |
15,573
-1,324
| -8% | -$74.3K | 0.02% | 134 |
|
|
2023
Q1 | $933K | Buy |
16,897
+1,272
| +8% | +$70.2K | 0.03% | 136 |
|
|
2022
Q4 | $808K | Buy |
+15,625
| New | +$808K | 0.03% | 145 |
|
|
2022
Q3 | – | Sell |
-14,311
| Closed | -$739K | – | 176 |
|
|
2022
Q2 | $739K | Sell |
14,311
-4,000
| -22% | -$207K | 0.03% | 146 |
|
|
2022
Q1 | $1.09M | Sell |
18,311
-2,125
| -10% | -$127K | 0.04% | 138 |
|
|
2021
Q4 | $1.3M | Buy |
20,436
+5,959
| +41% | +$379K | 0.05% | 116 |
|
|
2021
Q3 | $916K | Sell |
14,477
-398
| -3% | -$25.2K | 0.04% | 157 |
|
|
2021
Q2 | $977K | Buy |
14,875
+398
| +3% | +$26.1K | 0.04% | 150 |
|
|
2021
Q1 | $908K | Hold |
14,477
| – | – | 0.04% | 128 |
|
|
2020
Q4 | $871K | Buy |
14,477
+2,000
| +16% | +$120K | 0.04% | 125 |
|
|
2020
Q3 | $651K | Sell |
12,477
-3
| -0% | -$157 | 0.04% | 132 |
|
|
2020
Q2 | $614K | Buy |
+12,480
| New | +$614K | 0.04% | 130 |
|