Number of Shares
7.19 Mil
Current Holdings Value*
$365.48 Mil
% of Portfolio
6.82%
Total Estimate Gain
$75.78 Mil
% of Total Estimate Gain
13.04%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 7.19 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $365.48 Mil. This investment constitutes 6.82% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.25% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2013Q4. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 25 purchases of VEA, at an average price of $44.35, for a total of 13.10 Mil shares. In addition, there have been 11 sales at an average price of $41.35 for 5.91 Mil shares. Based on historical transaction data and VEA's current price of $57.35, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VEA holdings is $75.78 Mil, reflecting a 13.04% gain to date.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VEA ($57.35) Holding Chart

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VEA ($57.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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