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

Cliftonlarsonallen Wealth Advisors, LLC

$4.66 Billion
Q2 2024

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 53,250 shares of VTI stock, worth $14.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

53,250

Previous 47,002 13.29%

Holding current value

$14.4 Million

Previous $12.2 Million 16.61%

% of portfolio

0.31%

Previous 0.28%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$187.53 - $204.18 $6.34 Million - $6.9 Million	33,795 Added 94.52%	69,549 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-3,027 Reduced 7.81%	35,754 $6.42 Million
Q2 2022 Jul 08, 2022	BUY	N/A	11,088 Added 40.04%	38,781 $7.32 Million
Q1 2022 Apr 27, 2022	BUY	N/A	3,333 Added 13.68%	27,693 $6.31 Million
Q4 2021 Jan 26, 2022	BUY	N/A	6,108 Added 33.46%	24,360 $5.88 Million
Q3 2021 Nov 02, 2021	BUY	N/A	18,252 New	18,252 $4.05 Million
Q3 2021 Oct 14, 2021	SELL	N/A	-17,325 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	N/A	125 Added 0.73%	17,325 $3.86 Million
Q1 2021 May 24, 2021	BUY	N/A	213 Added 1.25%	17,200 $3.56 Million
Q4 2020 Jan 14, 2021	SELL	N/A	-17 Reduced 0.1%	16,987 $3.31 Million
Q3 2020 Oct 13, 2020	BUY	N/A	1,734 Added 11.36%	17,004 $2.9 Million
Q2 2020 Jul 16, 2020	BUY	N/A	15,270 New	15,270 $2.39 Million

Others Institutions Holding VTI

# of Institutions

2,923

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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