Cliftonlarsonallen Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 13,554 shares of VUG stock, worth $5.39 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,554

Previous 13,859 2.2%

Holding current value

$5.39 Million

Previous $5.18 Million 0.39%

% of portfolio

0.12%

Previous 0.11%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$341.08 - $391.94 $104,029 - $119,541	-305 Reduced 2.2%	13,554 $5.2 Million
Q2 2024 Jul 11, 2024	SELL	$322.46 - $377.11 $220,240 - $257,566	-683 Reduced 4.7%	13,859 $5.18 Million
Q1 2024 May 02, 2024	BUY	$301.05 - $346.61 $98,443 - $113,341	327 Added 2.3%	14,542 $5.01 Million
Q4 2023 Jan 16, 2024	SELL	$261.54 - $312.16 $551,587 - $658,345	-2,109 Reduced 12.92%	14,215 $4.42 Million
Q3 2023 Oct 13, 2023	SELL	$269.56 - $293.5 $931,868 - $1.01 Million	-3,457 Reduced 17.48%	16,324 $4.45 Million
Q2 2023 Jul 14, 2023	SELL	$243.06 - $282.96 $1.26 Million - $1.47 Million	-5,187 Reduced 20.77%	19,781 $5.6 Million
Q1 2023 Apr 12, 2023	SELL	$209.25 - $249.44 $2.73 Million - $3.26 Million	-13,069 Reduced 34.36%	24,968 $6.23 Million
Q4 2022 Jan 19, 2023	BUY	$208.44 - $233.81 $7.93 Million - $8.89 Million	38,037 New	38,037 $0
Q2 2022 Jul 08, 2022	BUY	$214.97 - $293.87 $876,862 - $1.2 Million	4,079 Added 37.46%	14,968 $3.34 Million
Q1 2022 Apr 27, 2022	SELL	$254.37 - $323.09 $1.21 Million - $1.54 Million	-4,772 Reduced 30.47%	10,889 $3.13 Million
Q4 2021 Jan 26, 2022	BUY	$287.0 - $325.67 $56,539 - $64,156	197 Added 1.27%	15,661 $5.03 Million
Q3 2021 Nov 02, 2021	BUY	$286.49 - $308.98 $4.43 Million - $4.78 Million	15,464 New	15,464 $4.49 Million
Q3 2021 Oct 14, 2021	SELL	$286.49 - $308.98 $4.42 Million - $4.77 Million	-15,440 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$257.69 - $287.23 $184,506 - $205,656	-716 Reduced 4.43%	15,440 $4.43 Million
Q1 2021 May 24, 2021	SELL	$243.15 - $268.9 $11,184 - $12,369	-46 Reduced 0.28%	16,156 $4.15 Million
Q4 2020 Jan 14, 2021	SELL	$220.77 - $253.46 $1.05 Million - $1.21 Million	-4,769 Reduced 22.74%	16,202 $4.11 Million
Q3 2020 Oct 13, 2020	SELL	$204.41 - $245.48 $49,262 - $59,160	-241 Reduced 1.14%	20,971 $4.77 Million
Q2 2020 Jul 16, 2020	BUY	$149.64 - $204.01 $57,312 - $78,135	383 Added 1.84%	21,212 $4.29 Million
Q4 2019 Jan 29, 2020	BUY	$161.84 - $183.14 $33,986 - $38,459	210 Added 1.02%	20,829 $3.79 Million
Q3 2019 Oct 07, 2019	BUY	$165.21 - $169.18 $59,640 - $61,073	361 Added 1.78%	20,619 $3.43 Million
Q2 2019 Jul 17, 2019	BUY	N/A	139 Added 0.69%	20,258 $3.31 Million
Q1 2019 Apr 09, 2019	BUY	N/A	356 Added 1.8%	20,119 $3.15 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-18 Reduced 0.09%	19,763 $3.18 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-1,110 Reduced 5.31%	19,781 $2.96 Million
Q1 2018 Apr 26, 2018	BUY	N/A	230 Added 1.11%	20,891 $2.96 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-572 Reduced 2.69%	20,661 $2.91 Million
Q3 2017 Nov 06, 2017	BUY	N/A	21,233	21,233 $2.82 Million

Others Institutions Holding VUG

# of Institutions

2,372

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Growth ETF Transaction History