Cliftonlarsonallen Wealth Advisors, LLC Vanguard Long Term Treasury Et Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$55.25 - $59.25 $30,442 - $32,646	-551 Reduced 3.95%	13,413 $773,000
Q1 2024 May 02, 2024	SELL	$57.73 - $61.4 $57.4 Million - $61.1 Million	-994,423 Reduced 98.62%	13,964 $827,000
Q4 2023 Jan 16, 2024	BUY	$52.05 - $62.44 $4.94 Million - $5.92 Million	94,889 Added 10.39%	1,008,387 $62 Million
Q3 2023 Oct 13, 2023	BUY	$55.35 - $63.62 $4.43 Million - $5.09 Million	80,076 Added 9.61%	913,498 $50.7 Million
Q2 2023 Jul 14, 2023	BUY	$62.12 - $66.83 $4.47 Million - $4.81 Million	72,022 Added 9.46%	833,422 $52.9 Million
Q1 2023 Apr 12, 2023	BUY	$61.35 - $66.86 $46.7 Million - $50.9 Million	761,400 New	761,400 $49.9 Million
Q1 2022 Apr 27, 2022	SELL	$78.1 - $87.35 $1.66 Million - $1.86 Million	-21,262 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$85.99 - $92.77 $118,666 - $128,022	-1,380 Reduced 6.09%	21,262 $1.9 Million
Q3 2021 Nov 02, 2021	BUY	$87.52 - $91.88 $1.98 Million - $2.08 Million	22,642 New	22,642 $1.99 Million
Q3 2021 Oct 14, 2021	SELL	$87.52 - $91.88 $2.62 Million - $2.75 Million	-29,888 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$82.8 - $88.43 $655,527 - $700,100	-7,917 Reduced 20.94%	29,888 $2.62 Million
Q1 2021 May 24, 2021	SELL	$81.8 - $95.79 $25.2 Million - $29.5 Million	-307,702 Reduced 89.06%	37,805 $3.13 Million
Q4 2020 Jan 14, 2021	BUY	$94.69 - $99.7 $7.05 Million - $7.42 Million	74,457 Added 27.47%	345,507 $33.1 Million
Q3 2020 Oct 13, 2020	BUY	$98.44 - $104.5 $26.7 Million - $28.3 Million	271,050 New	271,050 $27 Million

433

174M

307K

560K

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