Cliftonlarsonallen Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,447,231 shares of VOO stock, worth $731 Million. This represents 15.53% of its overall portfolio holdings.

Number of Shares
1,447,231
Previous 1,371,080 5.55%
Holding current value
$731 Million
Previous $659 Million 9.82%
% of portfolio
15.53%
Previous 15.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$455.1 - $504.28 $34.7 Million - $38.4 Million
76,151 Added 5.55%
1,447,231 $724 Million
Q1 2024

May 02, 2024
BUY
$429.43 - $481.35 $95.1 Million - $107 Million
221,382 Added 19.26%
1,371,080 $659 Million
Q4 2023

Jan 16, 2024
BUY
$377.32 - $438.19 $18.1 Million - $21 Million
48,010 Added 4.36%
1,149,698 $502 Million
Q3 2023

Oct 13, 2023
BUY
$392.7 - $420.68 $33.7 Million - $36.1 Million
85,695 Added 8.43%
1,101,688 $433 Million
Q2 2023

Jul 14, 2023
SELL
$371.44 - $407.28 $2.61 Million - $2.87 Million
-7,039 Reduced 0.69%
1,015,993 $414 Million
Q1 2023

Apr 12, 2023
BUY
$348.66 - $382.94 $55.4 Million - $60.9 Million
159,013 Added 18.4%
1,023,032 $385 Million
Q4 2022

Jan 19, 2023
BUY
$343.59 - $374.54 $297 Million - $324 Million
864,019 New
864,019 $0
Q2 2022

Jul 08, 2022
BUY
$337.07 - $419.85 $5.58 Million - $6.95 Million
16,549 Added 2.35%
722,135 $250 Million
Q1 2022

Apr 27, 2022
BUY
$382.7 - $439.25 $155 Million - $177 Million
403,893 Added 133.88%
705,586 $293 Million
Q4 2021

Jan 26, 2022
BUY
$394.21 - $439.01 $912,201 - $1.02 Million
2,314 Added 0.77%
301,693 $132 Million
Q3 2021

Nov 02, 2021
BUY
$390.68 - $416.73 $117 Million - $125 Million
299,379 New
299,379 $118 Million
Q3 2021

Oct 14, 2021
SELL
$390.68 - $416.73 $112 Million - $119 Million
-285,728 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$368.16 - $394.32 $7.34 Million - $7.86 Million
19,932 Added 7.5%
285,728 $112 Million
Q1 2021

May 24, 2021
BUY
$339.03 - $365.24 $2.99 Million - $3.22 Million
8,817 Added 3.43%
265,796 $96.8 Million
Q4 2020

Jan 14, 2021
BUY
$299.82 - $343.69 $10 Million - $11.5 Million
33,384 Added 14.93%
256,979 $88.3 Million
Q3 2020

Oct 13, 2020
SELL
$285.37 - $328.74 $5.77 Million - $6.64 Million
-20,212 Reduced 8.29%
223,595 $68.8 Million
Q2 2020

Jul 16, 2020
BUY
$226.15 - $297.17 $52.6 Million - $69.1 Million
232,368 Added 2031.37%
243,807 $69.1 Million
Q4 2019

Jan 29, 2020
SELL
$264.57 - $296.67 $156,625 - $175,628
-592 Reduced 4.92%
11,439 $3.38 Million
Q3 2019

Oct 07, 2019
BUY
$260.57 - $277.38 $3.13 Million - $3.34 Million
12,031 New
12,031 $3.28 Million

Others Institutions Holding VOO

# of Institutions
2,996
Shares Held
375M
Call Options Held
1.16M
Put Options Held
1.02M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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