Number of Shares
1.74 Mil
Current Holdings Value*
$144.20 Mil
% of Portfolio
2.69%
Total Estimate Gain
$21.40 Mil
% of Total Estimate Gain
14.41%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 1.74 Mil shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $144.20 Mil. This investment constitutes 2.69% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 1.9% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2022Q4. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 9 purchases of VIGI, at an average price of $77.03, for a total of 1.93 Mil shares. In addition, there have been 1 sales at an average price of $83.11 for 188,889.00 shares. Based on historical transaction data and VIGI's current price of $88.68, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VIGI holdings is $21.40 Mil, reflecting a 14.41% gain to date.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VIGI ($88.68) Holding Chart

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VIGI ($88.68) 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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