Cliftonlarsonallen Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 44,069 shares of VT stock, worth $5.33 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

44,069

Previous 44,069 -0.0%

Holding current value

$5.33 Million

Previous $5.28 Million 1.86%

% of portfolio

0.1%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$107.72 - $119.96 $10,556 - $11,756	-98 Reduced 0.22%	44,069 $5.28 Million
Q2 2024 Jul 11, 2024	BUY	$104.94 - $113.51 $15,006 - $16,231	143 Added 0.32%	44,167 $4.97 Million
Q1 2024 May 02, 2024	BUY	$100.68 - $110.5 $2,114 - $2,320	21 Added 0.05%	44,024 $4.86 Million
Q1 2023 Apr 12, 2023	BUY	$86.24 - $94.55 $258 - $283	3 Added 0.01%	44,003 $4.05 Million
Q4 2022 Jan 19, 2023	BUY	$78.67 - $91.07 $3.46 Million - $4.01 Million	44,000 New	44,000 $0
Q3 2021 Nov 02, 2021	BUY	$101.52 - $107.65 $4.47 Million - $4.74 Million	44,000 New	44,000 $4.48 Million
Q3 2021 Oct 14, 2021	SELL	$101.52 - $107.65 $4.47 Million - $4.74 Million	-44,000 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$60.03 - $78.43 $1.2 Million - $1.57 Million	20,000 Added 83.33%	44,000 $3.29 Million
Q2 2019 Jul 17, 2019	BUY	N/A	24,000 New	24,000 $1.8 Million

Others Institutions Holding VT

# of Institutions

1,025

Shares Held

87.4M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History