Cliftonlarsonallen Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$62.41 - $70.74 $82,568 - $93,589	1,323 Added 12.53%	11,879 $0
Q3 2022 Oct 12, 2022	SELL	$62.91 - $76.54 $92,163 - $112,131	-1,465 Reduced 12.19%	10,556 $664,000
Q2 2022 Jul 08, 2022	SELL	$63.97 - $82.17 $575 - $739	-9 Reduced 0.07%	12,021 $798,000
Q1 2022 Apr 27, 2022	BUY	$74.15 - $88.3 $892,024 - $1.06 Million	12,030 New	12,030 $975,000
Q4 2021 Jan 26, 2022	SELL	$79.7 - $88.45 $789,428 - $876,097	-9,905 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$79.36 - $84.88 $786,060 - $840,736	9,905 New	9,905 $793,000
Q3 2021 Oct 14, 2021	SELL	$79.36 - $84.88 $782,092 - $836,492	-9,855 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$74.71 - $80.04 $287,110 - $307,593	-3,843 Reduced 28.06%	9,855 $788,000
Q1 2021 May 24, 2021	BUY	$69.3 - $74.47 $3,465 - $3,723	50 Added 0.37%	13,698 $1.01 Million
Q4 2020 Jan 14, 2021	BUY	$60.54 - $70.17 $6,054 - $7,017	100 Added 0.74%	13,648 $958,000
Q2 2020 Jul 16, 2020	BUY	$43.65 - $58.01 $591,370 - $785,919	13,548 New	13,548 $764,000

545

27.3M

700

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