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

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 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 1,571,491 shares of VOO stock, worth $811 Million. This represents 16.42% of its overall portfolio holdings.

Number of Shares

1,571,491

Holding current value

$811 Million

% of portfolio

16.42%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $820 Million - $878 Million	1,571,491 New	1,571,491 $847 Million
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	$327.64 - $374.54 $283 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

3,542

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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