Cliftonlarsonallen Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 30,418 shares of VIG stock, worth $5.54 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

30,418

Previous 29,597 2.77%

Holding current value

$5.54 Million

Previous $5.4 Million 2.55%

% of portfolio

0.13%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$182.15 - $182.15 $149,545 - $149,545	821 Added 2.77%	30,418 $5.54 Million
Q2 2024 Jul 11, 2024	BUY	$173.33 - $185.29 $106,251 - $113,582	613 Added 2.11%	29,597 $5.4 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $816,237 - $886,538	-4,845 Reduced 14.32%	28,984 $5.29 Million
Q4 2023 Jan 16, 2024	BUY	$150.16 - $171.16 $251,968 - $287,206	1,678 Added 5.22%	33,829 $5.76 Million
Q3 2023 Oct 13, 2023	SELL	$155.38 - $166.95 $1.37 Million - $1.48 Million	-8,846 Reduced 21.58%	32,151 $5 Million
Q2 2023 Jul 14, 2023	SELL	$152.74 - $162.43 $552,307 - $587,346	-3,616 Reduced 8.11%	40,997 $6.66 Million
Q1 2023 Apr 12, 2023	SELL	$147.24 - $158.33 $222,037 - $238,761	-1,508 Reduced 3.27%	44,613 $6.87 Million
Q4 2022 Jan 19, 2023	BUY	$144.84 - $158.71 $6.68 Million - $7.32 Million	46,121 New	46,121 $0
Q2 2022 Jul 08, 2022	SELL	N/A	-11,790 Reduced 15.04%	66,591 $9.55 Million
Q1 2022 Apr 27, 2022	SELL	N/A	-470,948 Reduced 85.73%	78,381 $12.7 Million
Q4 2021 Jan 26, 2022	BUY	N/A	9,299 Added 1.72%	549,329 $94.3 Million
Q3 2021 Nov 02, 2021	BUY	N/A	524,822 Added 3450.96%	540,030 $82.9 Million
Q3 2021 Oct 14, 2021	SELL	N/A	-491,081 Reduced 97.0%	15,208 $2.34 Million
Q2 2021 Jul 21, 2021	BUY	N/A	59,720 Added 13.37%	506,289 $78.4 Million
Q1 2021 May 24, 2021	BUY	N/A	109,828 Added 32.61%	446,569 $65.7 Million
Q4 2020 Jan 14, 2021	BUY	N/A	48,206 Added 16.71%	336,741 $47.5 Million
Q3 2020 Oct 13, 2020	BUY	N/A	46,144 Added 19.04%	288,535 $37.1 Million
Q2 2020 Jul 16, 2020	BUY	N/A	242,391 New	242,391 $28.4 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History