CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VTEB Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 4.63 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $229.77 Mil. This investment constitutes 4.29% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.61% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q2. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 18 purchases of VTEB, at an average price of $50.65, for a total of 5.87 Mil shares. In addition, there have been 2 sales at an average price of $49.88 for 1.24 Mil shares. Based on historical transaction data and VTEB's current price of $48.94, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VTEB holdings is $-8.88 Mil, reflecting a -2.99% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VTEB ($48.94) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VTEB ($48.94) 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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