Cliftonlarsonallen Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 175,403 shares of VTI stock, worth $55 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
175,403
Previous 93,869 86.86%
Holding current value
$55 Million
Previous $25.7 Million 107.71%
% of portfolio
0.9%
Previous 0.48%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$243.75 - $303.93 $19.9 Million - $24.8 Million
81,534 Added 86.86%
175,403 $53.3 Million
Q1 2025

Apr 16, 2025
BUY
$271.18 - $303.12 $10.6 Million - $11.9 Million
39,153 Added 71.56%
93,869 $25.7 Million
Q4 2024

Jan 14, 2025
SELL
$280.04 - $302.45 $28,564 - $30,849
-102 Reduced 0.19%
54,716 $15.9 Million
Q3 2024

Oct 11, 2024
BUY
$255.18 - $283.2 $400,122 - $444,057
1,568 Added 2.94%
54,818 $15.5 Million
Q2 2024

Jul 11, 2024
BUY
$245.23 - $269.4 $1.53 Million - $1.68 Million
6,248 Added 13.29%
53,250 $14.2 Million
Q1 2024

May 02, 2024
BUY
$232.77 - $260.14 $482,066 - $538,749
2,071 Added 4.61%
47,002 $12.2 Million
Q4 2023

Jan 16, 2024
BUY
$203.12 - $238.25 $1.43 Million - $1.67 Million
7,017 Added 18.51%
44,931 $10.7 Million
Q3 2023

Oct 13, 2023
SELL
$211.41 - $228.35 $254,537 - $274,933
-1,204 Reduced 3.08%
37,914 $8.05 Million
Q2 2023

Jul 14, 2023
BUY
$200.75 - $220.28 $2.62 Million - $2.87 Million
13,040 Added 50.0%
39,118 $8.62 Million
Q1 2023

Apr 12, 2023
SELL
$189.85 - $210.01 $8.25 Million - $9.13 Million
-43,471 Reduced 62.5%
26,078 $5.32 Million
Q4 2022

Jan 19, 2023
BUY
$179.3 - $204.18 $6.06 Million - $6.9 Million
33,795 Added 94.52%
69,549 $0
Q3 2022

Oct 12, 2022
SELL
$179.47 - $216.24 $543,255 - $654,558
-3,027 Reduced 7.81%
35,754 $6.42 Million
Q2 2022

Jul 08, 2022
BUY
$183.02 - $230.52 $2.03 Million - $2.56 Million
11,088 Added 40.04%
38,781 $7.32 Million
Q1 2022

Apr 27, 2022
BUY
$209.9 - $242.97 $699,596 - $809,819
3,333 Added 13.68%
27,693 $6.31 Million
Q4 2021

Jan 26, 2022
BUY
$221.73 - $242.96 $1.35 Million - $1.48 Million
6,108 Added 33.46%
24,360 $5.88 Million
Q3 2021

Nov 02, 2021
BUY
$219.23 - $234.37 $4 Million - $4.28 Million
18,252 New
18,252 $4.05 Million
Q3 2021

Oct 14, 2021
SELL
$219.23 - $234.37 $3.8 Million - $4.06 Million
-17,325 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$209.28 - $222.82 $26,160 - $27,852
125 Added 0.73%
17,325 $3.86 Million
Q1 2021

May 24, 2021
BUY
$191.87 - $208.85 $40,868 - $44,485
213 Added 1.25%
17,200 $3.56 Million
Q4 2020

Jan 14, 2021
SELL
$166.99 - $194.64 $2,838 - $3,308
-17 Reduced 0.1%
16,987 $3.31 Million
Q3 2020

Oct 13, 2020
BUY
$157.44 - $181.24 $273,000 - $314,270
1,734 Added 11.36%
17,004 $2.9 Million
Q2 2020

Jul 16, 2020
BUY
$122.96 - $164.1 $1.88 Million - $2.51 Million
15,270 New
15,270 $2.39 Million

Others Institutions Holding VTI

# of Institutions
3,485
Shares Held
525M
Call Options Held
1.15M
Put Options Held
904K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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