Cliftonlarsonallen Wealth Advisors, LLC Vanguard Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 665,709 shares of VGSH stock, worth $38.8 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
665,709
Previous 610,142 9.11%
Holding current value
$38.8 Million
Previous $35.4 Million 11.05%
% of portfolio
0.91%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$57.74 - $59.13 $3.21 Million - $3.29 Million
55,567 Added 9.11%
665,709 $39.3 Million
Q2 2024

Jul 11, 2024
BUY
$57.55 - $58.0 $2.28 Million - $2.3 Million
39,635 Added 6.95%
610,142 $35.4 Million
Q1 2024

May 02, 2024
BUY
$57.88 - $58.54 $33 Million - $33.4 Million
570,507 New
570,507 $33.1 Million

Others Institutions Holding VGSH

# of Institutions
913
Shares Held
231M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

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