CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VTI Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 175,403.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $53.31 Mil. This investment constitutes 0.89% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2017Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 16 purchases of VTI, at an average price of $245.85, for a total of 223,224.00 shares. In addition, there have been 6 sales at an average price of $200.15 for 47,821.00 shares. Based on historical transaction data and VTI's current price of $309.80, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VTI holdings is $9.03 Mil, reflecting a 16.46% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VTI ($309.80) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VTI ($309.80) 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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