Cliftonlarsonallen Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,964,943 shares of VGIT stock, worth $117 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

1,964,943

Previous 1,171,586 67.72%

Holding current value

$117 Million

Previous $68 Million 71.48%

% of portfolio

2.18%

Previous 1.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$57.44 - $59.4 $45.6 Million - $47.1 Million	793,357 Added 67.72%	1,964,943 $117 Million
Q4 2024 Jan 14, 2025	BUY	$57.78 - $60.4 $4.42 Million - $4.62 Million	76,432 Added 6.98%	1,171,586 $68 Million
Q3 2024 Oct 11, 2024	BUY	$57.8 - $60.8 $5.2 Million - $5.47 Million	90,027 Added 8.96%	1,095,154 $66.2 Million
Q2 2024 Jul 11, 2024	BUY	$57.14 - $58.53 $3.85 Million - $3.95 Million	67,431 Added 7.19%	1,005,127 $58.5 Million
Q1 2024 May 02, 2024	BUY	$58.07 - $59.52 $54.5 Million - $55.8 Million	937,696 New	937,696 $54.9 Million

Others Institutions Holding VGIT

# of Institutions

860

Shares Held

405M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History