CPA
Cardiff Park Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Sell |
3,337
-696
| -17% | -$89.4K | 0.04% | 185 |
|
|
2025
Q1 | $468K | Buy |
4,033
+9
| +0.2% | +$1.04K | 0.05% | 168 |
|
|
2024
Q4 | $473K | Buy |
4,024
+21
| +0.5% | +$2.47K | 0.04% | 161 |
|
|
2024
Q3 | $479K | Buy |
4,003
+10
| +0.3% | +$1.2K | 0.04% | 161 |
|
|
2024
Q2 | $450K | Buy |
3,993
+14
| +0.4% | +$1.58K | 0.04% | 164 |
|
|
2024
Q1 | $440K | Buy |
3,979
+138
| +4% | +$15.3K | 0.04% | 173 |
|
|
2023
Q4 | $395K | Buy |
3,841
+21
| +0.5% | +$2.16K | 0.04% | 165 |
|
|
2023
Q3 | $356K | Buy |
3,820
+271
| +8% | +$25.3K | 0.04% | 163 |
|
|
2023
Q2 | $344K | Buy |
3,549
+15
| +0.4% | +$1.46K | 0.04% | 176 |
|
|
2023
Q1 | $325K | Buy |
3,534
+8
| +0.2% | +$737 | 0.04% | 176 |
|
|
2022
Q4 | $304K | Sell |
3,526
-5,291
| -60% | -$456K | 0.04% | 193 |
|
|
2022
Q3 | $696K | Buy |
8,817
+18
| +0.2% | +$1.42K | 0.11% | 103 |
|
|
2022
Q2 | $751K | Buy |
8,799
+27
| +0.3% | +$2.3K | 0.11% | 100 |
|
|
2022
Q1 | $888K | Buy |
8,772
+311
| +4% | +$31.5K | 0.13% | 82 |
|
|
2021
Q4 | $909K | Buy |
+8,461
| New | +$909K | 0.12% | 81 |
|