Cliftonlarsonallen Wealth Advisors, LLC Vanguard Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 19,926 shares of VGSH stock, worth $1.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,926

Previous 21,780 8.51%

Holding current value

$1.17 Million

Previous $1.28 Million 8.45%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$58.32 - $58.95 $108,125 - $109,293	-1,854 Reduced 8.51%	19,926 $1.17 Million
Q1 2025 Apr 16, 2025	SELL	$58.07 - $58.69 $40 Million - $40.4 Million	-688,098 Reduced 96.93%	21,780 $1.28 Million
Q4 2024 Jan 14, 2025	BUY	$58.02 - $58.88 $2.56 Million - $2.6 Million	44,169 Added 6.63%	709,878 $41.3 Million
Q3 2024 Oct 11, 2024	BUY	$57.74 - $59.13 $3.21 Million - $3.29 Million	55,567 Added 9.11%	665,709 $39.3 Million
Q2 2024 Jul 11, 2024	BUY	$57.55 - $58.0 $2.28 Million - $2.3 Million	39,635 Added 6.95%	610,142 $35.4 Million
Q1 2024 May 02, 2024	BUY	$57.88 - $58.54 $33 Million - $33.4 Million	570,507 New	570,507 $33.1 Million

Others Institutions Holding VGSH

# of Institutions

1,028

Shares Held

273M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
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Cliftonlarsonallen Wealth Advisors, LLC Vanguard Transaction History