CPA
Cardiff Park Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
257,023
-1,042
| -0.4% | -$51.1K | 1.09% | 14 |
|
|
2025
Q1 | $12.8M | Sell |
258,065
-130
| -0.1% | -$6.45K | 1.23% | 13 |
|
|
2024
Q4 | $12.9M | Buy |
258,195
+5,478
| +2% | +$275K | 1.23% | 13 |
|
|
2024
Q3 | $12.9M | Sell |
252,717
-761
| -0.3% | -$38.9K | 1.16% | 13 |
|
|
2024
Q2 | $12.7M | Buy |
253,478
+593
| +0.2% | +$29.7K | 1.22% | 14 |
|
|
2024
Q1 | $12.8M | Sell |
252,885
-12,301
| -5% | -$622K | 1.21% | 15 |
|
|
2023
Q4 | $13.5M | Buy |
265,186
+17,431
| +7% | +$890K | 1.5% | 13 |
|
|
2023
Q3 | $11.9M | Sell |
247,755
-18,601
| -7% | -$895K | 1.5% | 13 |
|
|
2023
Q2 | $13.4M | Buy |
266,356
+27,577
| +12% | +$1.38M | 1.64% | 13 |
|
|
2023
Q1 | $12.1M | Sell |
238,779
-7,455
| -3% | -$378K | 1.59% | 13 |
|
|
2022
Q4 | $12.2M | Sell |
246,234
-1,438
| -0.6% | -$71.2K | 1.7% | 13 |
|
|
2022
Q3 | $11.9M | Buy |
247,672
+53,459
| +28% | +$2.57M | 1.86% | 10 |
|
|
2022
Q2 | $9.7M | Buy |
194,213
+187,279
| +2,701% | +$9.35M | 1.47% | 14 |
|
|
2022
Q1 | $357K | Hold |
6,934
| – | – | 0.05% | 176 |
|
|
2021
Q4 | $381K | Buy |
+6,934
| New | +$381K | 0.05% | 167 |
|