Cliftonlarsonallen Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	BUY	$46.9 - $47.47 $580,622 - $587,678	12,380 New	12,380 $585,000
Q1 2022 Apr 27, 2022	SELL	$50.6 - $52.11 $716,040 - $737,408	-14,151 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$51.18 - $52.61 $81,836 - $84,123	1,599 Added 12.74%	14,151 $727,000
Q3 2021 Nov 02, 2021	BUY	$51.92 - $52.8 $651,699 - $662,745	12,552 New	12,552 $660,000
Q3 2021 Oct 14, 2021	SELL	$51.92 - $52.8 $585,138 - $595,056	-11,270 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$51.54 - $52.44 $93,596 - $95,231	-1,816 Reduced 13.88%	11,270 $591,000
Q1 2021 May 24, 2021	BUY	$51.11 - $51.73 $668,825 - $676,938	13,086 New	13,086 $674,000
Q2 2020 Jul 16, 2020	SELL	$48.74 - $50.23 $505,433 - $520,885	-10,370 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$49.0 - $49.52 $69,090 - $69,823	-1,410 Reduced 11.97%	10,370 $511,000
Q3 2019 Oct 07, 2019	BUY	$49.05 - $49.56 $577,809 - $583,816	11,780 New	11,780 $578,000

756

140M

14.1K

7.6K

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