CPA
Cardiff Park Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Sell |
104,229
-4,349
| -4% | -$387K | 0.8% | 27 |
|
|
2025
Q1 | $9.83M | Buy |
108,578
+3,543
| +3% | +$321K | 0.95% | 17 |
|
|
2024
Q4 | $9.36M | Buy |
105,035
+1,866
| +2% | +$166K | 0.89% | 22 |
|
|
2024
Q3 | $10.1M | Buy |
103,169
+8,218
| +9% | +$801K | 0.9% | 19 |
|
|
2024
Q2 | $7.95M | Sell |
94,951
-10,213
| -10% | -$855K | 0.76% | 25 |
|
|
2024
Q1 | $9.09M | Buy |
105,164
+2,459
| +2% | +$213K | 0.86% | 21 |
|
|
2023
Q4 | $9.07M | Sell |
102,705
-28,038
| -21% | -$2.48M | 1% | 20 |
|
|
2023
Q3 | $9.89M | Buy |
130,743
+8,532
| +7% | +$646K | 1.25% | 14 |
|
|
2023
Q2 | $10.2M | Buy |
122,211
+1,217
| +1% | +$102K | 1.25% | 14 |
|
|
2023
Q1 | $10M | Sell |
120,994
-12,206
| -9% | -$1.01M | 1.32% | 14 |
|
|
2022
Q4 | $11M | Buy |
133,200
+15,531
| +13% | +$1.28M | 1.53% | 15 |
|
|
2022
Q3 | $9.43M | Sell |
117,669
-1,881
| -2% | -$151K | 1.48% | 13 |
|
|
2022
Q2 | $10.9M | Sell |
119,550
-4,578
| -4% | -$417K | 1.65% | 11 |
|
|
2022
Q1 | $13.5M | Buy |
124,128
+99
| +0.1% | +$10.7K | 1.89% | 9 |
|
|
2021
Q4 | $14.4M | Buy |
+124,029
| New | +$14.4M | 1.89% | 9 |
|