CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VWO Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 2.70 Mil shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $133.43 Mil. This investment constitutes 2.24% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.16% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2013Q4. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 23 purchases of VWO, at an average price of $41.37, for a total of 3.64 Mil shares. In addition, there have been 14 sales at an average price of $41.03 for 943,809.00 shares. Based on historical transaction data and VWO's current price of $50.98, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VWO holdings is $25.61 Mil, reflecting a 17.00% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VWO ($50.98) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VWO ($50.98) 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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