CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGSH Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 21,780.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $1.28 Mil. This investment constitutes 0.02% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 4 purchases of VGSH, at an average price of $58.17, for a total of 709,878.00 shares. In addition, there have been 1 sales at an average price of $58.36 for 688,098.00 shares. Based on historical transaction data and VGSH's current price of $58.49, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VGSH holdings is $134,398.79, reflecting a 0.33% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGSH ($58.49) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGSH ($58.49) 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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