CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGIT Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 1.96 Mil shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $116.72 Mil. This investment constitutes 2.18% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.36% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2024Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 5 purchases of VGIT, at an average price of $58.62, for a total of 1.96 Mil shares. Based on historical transaction data and VGIT's current price of $59.15, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his VGIT holdings is $1.04 Mil, reflecting a 0.90% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGIT ($59.15) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGIT ($59.15) 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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