Number of Shares
4.63 Mil
Current Holdings Value*
$229.77 Mil
% of Portfolio
4.29%
Total Estimate Gain
$-8.88 Mil
% of Total Estimate Gain
-2.99%

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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