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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

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 10,994 shares of VBR stock, worth $2.19 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,994
Previous 10,501 4.69%
Holding current value
$2.19 Million
Previous $1.92 Million 15.19%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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