Cliftonlarsonallen Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 12,171 shares of VCSH stock, worth $958,344. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,171

Previous 13,542 10.12%

Holding current value

$958,344

Previous $1.08 Million 11.72%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$77.86 - $79.27 $106,746 - $108,679	-1,371 Reduced 10.12%	12,171 $949,000
Q3 2024 Oct 11, 2024	BUY	$76.94 - $79.54 $1.04 Million - $1.08 Million	13,542 New	13,542 $1.08 Million
Q1 2022 Apr 27, 2022	SELL	$77.77 - $81.19 $15,942 - $16,643	-205 Reduced 1.99%	10,098 $789,000
Q4 2021 Jan 26, 2022	SELL	$81.21 - $82.44 $138,138 - $140,230	-1,701 Reduced 14.17%	10,303 $837,000
Q3 2021 Nov 02, 2021	BUY	$82.36 - $82.87 $988,649 - $994,771	12,004 New	12,004 $989,000
Q3 2021 Oct 14, 2021	SELL	$82.36 - $82.87 $1.07 Million - $1.07 Million	-12,967 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$82.34 - $82.89 $82,340 - $82,890	1,000 Added 8.36%	12,967 $1.07 Million
Q1 2021 May 24, 2021	SELL	$82.19 - $83.24 $575 - $582	-7 Reduced 0.06%	11,967 $987,000
Q4 2020 Jan 14, 2021	SELL	$82.66 - $83.25 $37,362 - $37,629	-452 Reduced 3.64%	11,974 $997,000
Q3 2020 Oct 13, 2020	SELL	$82.55 - $83.1 $20,307 - $20,442	-246 Reduced 1.94%	12,426 $1.03 Million
Q2 2020 Jul 16, 2020	SELL	$78.35 - $82.66 $209,507 - $221,032	-2,674 Reduced 17.42%	12,672 $1.05 Million
Q3 2019 Oct 07, 2019	BUY	$80.53 - $81.05 $61,847 - $62,246	768 Added 5.27%	15,346 $1.24 Million
Q2 2019 Jul 17, 2019	BUY	N/A	2,219 Added 17.95%	14,578 $1.18 Million
Q1 2019 Apr 09, 2019	BUY	N/A	33 Added 0.27%	12,359 $986,000
Q4 2018 Jan 22, 2019	BUY	N/A	12,326 New	12,326 $961,000

Others Institutions Holding VCSH

# of Institutions

1,443

Shares Held

315M

Call Options Held

Put Options Held

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About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History