Cliftonlarsonallen Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 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 13,860 shares of VUG stock, worth $5.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,860

Previous 13,554 2.26%

Holding current value

$5.65 Million

Previous $5.2 Million 9.32%

% of portfolio

0.11%

Previous 0.12%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$378.79 - $428.11 $115,909 - $131,001	306 Added 2.26%	13,860 $5.69 Million
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

2,657

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Vanguard Growth ETF Transaction History