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Cardiff Park Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Cardiff Park Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Buy
2,888
+8
+0.3% +$594 0.02% 279
2025
Q4 		$209K Buy
2,880
+16
+0.6% +$1.16K 0.02% 264
2025
Q3 		$210K Buy
2,864
+772
+37% +$55.4K 0.02% 283
2025
Q2 		$146K Hold
2,092
– – 0.01% 274
2025
Q1 		$135K Sell
2,092
-56
-3% -$3.76K 0.01% 275
2024
Q4 		$142K Buy
2,148
+8
+0.4% +$543 0.01% 269
2024
Q3 		$141K Buy
2,140
+16
+0.8% +$1K 0.01% 269
2024
Q2 		$128K Buy
2,124
+64
+3% +$3.89K 0.01% 260
2024
Q1 		$129K Buy
2,060
+8
+0.4% +$473 0.01% 279
2023
Q4 		$119K Buy
2,052
+12
+0.6% +$641 0.01% 259
2023
Q3 		$106K Buy
2,040
+8
+0.4% +$439 0.01% 242
2023
Q2 		$112K Sell
2,032
-416
-17% -$21.8K 0.01% 256
2023
Q1 		$129K Buy
2,448
+8
+0.3% +$426 0.02% 241
2022
Q4 		$124K Sell
2,440
-392
-14% -$20K 0.02% 248
2022
Q3 		$133K Sell
2,832
-4,160
-59% -$217K 0.02% 247
2022
Q2 		$344K Sell
6,992
-320
-4% -$17.3K 0.05% 177
2022
Q1 		$435K Buy
7,312
+740
+11% +$43.4K 0.06% 153
2021
Q4 		$419K Buy
+6,572
New +$412K 0.06% 160

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return