Cliftonlarsonallen Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,206 shares of VBR stock, worth $1.93 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,206

Previous 10,750 5.06%

Holding current value

$1.93 Million

Previous $2.13 Million 11.08%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$183.02 - $207.75 $99,562 - $113,016	-544 Reduced 5.06%	10,206 $1.89 Million
Q4 2024 Jan 14, 2025	SELL	$197.36 - $217.3 $48,155 - $53,021	-244 Reduced 2.22%	10,750 $2.13 Million
Q3 2024 Oct 11, 2024	BUY	$179.99 - $201.6 $88,735 - $99,388	493 Added 4.69%	10,994 $2.21 Million
Q2 2024 Jul 11, 2024	BUY	$177.65 - $191.11 $85,272 - $91,732	480 Added 4.79%	10,501 $1.92 Million
Q4 2023 Jan 16, 2024	SELL	$149.18 - $181.94 $52,660 - $64,224	-353 Reduced 3.4%	10,021 $1.8 Million
Q3 2023 Oct 13, 2023	SELL	$157.33 - $174.39 $42,007 - $46,562	-267 Reduced 2.51%	10,374 $1.65 Million
Q2 2023 Jul 14, 2023	SELL	$150.74 - $165.4 $268,166 - $294,246	-1,779 Reduced 14.32%	10,641 $1.76 Million
Q1 2023 Apr 12, 2023	SELL	$150.22 - $177.69 $81,118 - $95,952	-540 Reduced 4.17%	12,420 $1.97 Million
Q4 2022 Jan 19, 2023	BUY	$147.25 - $169.54 $1.91 Million - $2.2 Million	12,960 New	12,960 $0
Q4 2021 Jan 26, 2022	SELL	$168.72 - $185.72 $1.08 Million - $1.19 Million	-6,387 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$162.66 - $175.73 $1.04 Million - $1.12 Million	6,387 New	6,387 $1.08 Million
Q3 2021 Oct 14, 2021	SELL	$162.66 - $175.73 $1.04 Million - $1.12 Million	-6,364 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$166.46 - $180.76 $1.06 Million - $1.15 Million	6,364 New	6,364 $1.11 Million

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History