Cliftonlarsonallen Wealth Advisors, LLC Vanguard Value ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.39 Billion
  • Q1 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 29,940 shares of VTV stock, worth $4.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,940
Previous 831,317 96.4%
Holding current value
$4.9 Million
Previous $124 Million 96.08%
% of portfolio
0.11%
Previous 3.09%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$147.46 - $162.86 $118 Million - $131 Million
-801,377 Reduced 96.4%
29,940 $4.88 Million
Q4 2023

Jan 16, 2024
BUY
$131.82 - $149.95 $3.9 Million - $4.44 Million
29,593 Added 3.69%
831,317 $124 Million
Q3 2023

Oct 13, 2023
BUY
$137.93 - $147.18 $8.24 Million - $8.8 Million
59,766 Added 8.06%
801,724 $111 Million
Q2 2023

Jul 14, 2023
SELL
$134.74 - $142.42 $28.6 Million - $30.2 Million
-212,249 Reduced 22.24%
741,958 $105 Million
Q1 2023

Apr 12, 2023
BUY
$132.13 - $144.96 $122 Million - $134 Million
925,460 Added 3219.33%
954,207 $132 Million
Q4 2022

Jan 19, 2023
BUY
$136.96 - $146.24 $3.94 Million - $4.2 Million
28,747 New
28,747 $0
Q2 2022

Jul 08, 2022
SELL
N/A
-750 Reduced 3.14%
23,139 $3.05 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-5,394 Reduced 18.42%
23,889 $3.53 Million
Q4 2021

Jan 26, 2022
BUY
N/A
687 Added 2.4%
29,283 $4.31 Million
Q3 2021

Nov 02, 2021
BUY
N/A
28,596 New
28,596 $3.87 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-28,427 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
N/A
2 Added 0.01%
28,427 $3.91 Million
Q1 2021

May 24, 2021
BUY
N/A
632 Added 2.27%
28,425 $3.74 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-2,874 Reduced 9.37%
27,793 $3.31 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-781 Reduced 2.48%
30,667 $3.21 Million
Q2 2020

Jul 16, 2020
BUY
N/A
972 Added 3.19%
31,448 $3.13 Million
Q4 2019

Jan 29, 2020
BUY
N/A
288 Added 0.95%
30,476 $3.65 Million
Q3 2019

Oct 07, 2019
BUY
N/A
847 Added 2.89%
30,188 $3.37 Million
Q2 2019

Jul 17, 2019
BUY
N/A
3,204 Added 12.26%
29,341 $3.26 Million
Q1 2019

Apr 09, 2019
BUY
N/A
1,212 Added 4.86%
26,137 $2.81 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-24 Reduced 0.1%
24,925 $2.76 Million
Q1 2018

Apr 26, 2018
BUY
N/A
939 Added 3.91%
24,949 $2.57 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-919 Reduced 3.69%
24,010 $2.55 Million
Q3 2017

Nov 06, 2017
BUY
N/A
24,929
24,929 $2.49 Million

Others Institutions Holding VTV

# of Institutions
2,145
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email