CPA
Cardiff Park Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Buy |
510,573
+12,514
| +3% | +$3.8M | 13.37% | 1 |
|
|
2025
Q1 | $137M | Buy |
498,059
+13,057
| +3% | +$3.59M | 13.19% | 2 |
|
|
2024
Q4 | $141M | Buy |
485,002
+12,292
| +3% | +$3.56M | 13.34% | 2 |
|
|
2024
Q3 | $134M | Buy |
472,710
+6,986
| +2% | +$1.98M | 11.98% | 3 |
|
|
2024
Q2 | $125M | Buy |
465,724
+4,939
| +1% | +$1.32M | 11.93% | 3 |
|
|
2024
Q1 | $120M | Sell |
460,785
-1,318
| -0.3% | -$343K | 11.34% | 3 |
|
|
2023
Q4 | $110M | Buy |
462,103
+7,633
| +2% | +$1.81M | 12.13% | 2 |
|
|
2023
Q3 | $96.5M | Buy |
454,470
+510
| +0.1% | +$108K | 12.18% | 2 |
|
|
2023
Q2 | $100M | Sell |
453,960
-1,812
| -0.4% | -$399K | 12.26% | 2 |
|
|
2023
Q1 | $93M | Sell |
455,772
-25,964
| -5% | -$5.3M | 12.22% | 2 |
|
|
2022
Q4 | $92.1M | Buy |
481,736
+58,723
| +14% | +$11.2M | 12.86% | 2 |
|
|
2022
Q3 | $75.9M | Buy |
423,013
+34,591
| +9% | +$6.21M | 11.87% | 2 |
|
|
2022
Q2 | $73.3M | Buy |
388,422
+4,346
| +1% | +$820K | 11.08% | 2 |
|
|
2022
Q1 | $87.4M | Buy |
384,076
+26,571
| +7% | +$6.05M | 12.31% | 2 |
|
|
2021
Q4 | $86.3M | Buy |
+357,505
| New | +$86.3M | 11.33% | 3 |
|