CPA
Cardiff Park Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
4,220
| – | – | 0.09% | 117 |
|
|
2025
Q1 | $936K | Sell |
4,220
-1,438
| -25% | -$319K | 0.09% | 111 |
|
|
2024
Q4 | $1.36M | Buy |
5,658
+35
| +0.6% | +$8.41K | 0.13% | 81 |
|
|
2024
Q3 | $1.33M | Buy |
5,623
+20
| +0.4% | +$4.74K | 0.12% | 81 |
|
|
2024
Q2 | $1.22M | Buy |
5,603
+15
| +0.3% | +$3.27K | 0.12% | 87 |
|
|
2024
Q1 | $1.28M | Buy |
5,588
+230
| +4% | +$52.6K | 0.12% | 83 |
|
|
2023
Q4 | $1.14M | Buy |
5,358
+24
| +0.4% | +$5.12K | 0.13% | 85 |
|
|
2023
Q3 | $1.01M | Sell |
5,334
-961
| -15% | -$182K | 0.13% | 83 |
|
|
2023
Q2 | $1.25M | Buy |
6,295
+21
| +0.3% | +$4.18K | 0.15% | 77 |
|
|
2023
Q1 | $1.19M | Buy |
6,274
+54
| +0.9% | +$10.2K | 0.16% | 79 |
|
|
2022
Q4 | $1.14M | Buy |
6,220
+84
| +1% | +$15.4K | 0.16% | 79 |
|
|
2022
Q3 | $1.05M | Buy |
6,136
+463
| +8% | +$79.2K | 0.16% | 76 |
|
|
2022
Q2 | $999K | Buy |
5,673
+16
| +0.3% | +$2.82K | 0.15% | 81 |
|
|
2022
Q1 | $1.2M | Sell |
5,657
-659
| -10% | -$140K | 0.17% | 65 |
|
|
2021
Q4 | $1.43M | Buy |
+6,316
| New | +$1.43M | 0.19% | 58 |
|