Cliftonlarsonallen Wealth Advisors, LLC Vanguard Star Fd Vanguard Tota Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 36,026 shares of VXUS stock, worth $2.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

36,026

Previous 21,259 69.46%

Holding current value

$2.41 Million

Previous $1.25 Million 79.79%

% of portfolio

0.04%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$58.01 - $64.46 $856,633 - $951,880	14,767 Added 69.46%	36,026 $2.25 Million
Q4 2024 Jan 14, 2025	SELL	$58.88 - $64.8 $310,297 - $341,496	-5,270 Reduced 19.87%	21,259 $1.25 Million
Q3 2024 Oct 11, 2024	BUY	$58.03 - $65.37 $639,664 - $720,573	11,023 Added 71.09%	26,529 $1.72 Million
Q2 2024 Jul 11, 2024	BUY	$57.86 - $62.21 $39,691 - $42,676	686 Added 4.63%	15,506 $935,000
Q1 2024 May 02, 2024	SELL	$55.74 - $60.35 $30,545 - $33,071	-548 Reduced 3.57%	14,820 $893,000
Q4 2023 Jan 16, 2024	BUY	$51.06 - $57.96 $26,500 - $30,081	519 Added 3.5%	15,368 $890,000
Q3 2023 Oct 13, 2023	SELL	$53.3 - $58.26 $38,589 - $42,180	-724 Reduced 4.65%	14,849 $794,000
Q2 2023 Jul 14, 2023	SELL	$54.28 - $57.76 $71,866 - $76,474	-1,324 Reduced 7.84%	15,573 $873,000
Q1 2023 Apr 12, 2023	BUY	$52.07 - $56.74 $66,233 - $72,173	1,272 Added 8.14%	16,897 $932,000
Q4 2022 Jan 19, 2023	BUY	$45.45 - $53.83 $710,156 - $841,093	15,625 New	15,625 $0
Q2 2022 Jul 08, 2022	SELL	$51.07 - $60.88 $204,280 - $243,520	-4,000 Reduced 21.84%	14,311 $739,000
Q1 2022 Apr 27, 2022	SELL	$55.42 - $64.7 $117,767 - $137,487	-2,125 Reduced 10.4%	18,311 $1.09 Million
Q4 2021 Jan 26, 2022	BUY	$61.51 - $66.09 $366,538 - $393,830	5,959 Added 41.16%	20,436 $1.3 Million
Q3 2021 Nov 02, 2021	BUY	$63.26 - $67.0 $915,815 - $969,959	14,477 New	14,477 $916,000
Q3 2021 Oct 14, 2021	SELL	$63.26 - $67.0 $940,992 - $996,625	-14,875 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$63.55 - $67.5 $25,292 - $26,865	398 Added 2.75%	14,875 $977,000
Q4 2020 Jan 14, 2021	BUY	$50.97 - $60.55 $101,940 - $121,100	2,000 Added 16.03%	14,477 $871,000
Q3 2020 Oct 13, 2020	SELL	$49.42 - $54.25 $148 - $162	-3 Reduced 0.02%	12,477 $651,000
Q2 2020 Jul 16, 2020	BUY	$40.36 - $51.42 $503,692 - $641,721	12,480 New	12,480 $614,000

Others Institutions Holding VXUS

# of Institutions

1,448

Shares Held

359M

Call Options Held

128K

Put Options Held

132K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Star Fd Vanguard Tota Transaction History