CPA
Cardiff Park Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.13M | Buy |
102,026
+22,463
| +28% | +$1.13M | 0.44% | 42 |
|
2025
Q1 | $3.97M | Sell |
79,563
-6,278
| -7% | -$313K | 0.38% | 44 |
|
2024
Q4 | $4.16M | Sell |
85,841
-314
| -0.4% | -$15.2K | 0.39% | 43 |
|
2024
Q3 | $4.25M | Sell |
86,155
-1,784
| -2% | -$88K | 0.38% | 41 |
|
2024
Q2 | $4.27M | Buy |
87,939
+2,185
| +3% | +$106K | 0.41% | 41 |
|
2024
Q1 | $4.11M | Sell |
85,754
-4,300
| -5% | -$206K | 0.39% | 45 |
|
2023
Q4 | $4.28M | Sell |
90,054
-4,402
| -5% | -$209K | 0.47% | 39 |
|
2023
Q3 | $4.47M | Sell |
94,456
-3,696
| -4% | -$175K | 0.56% | 37 |
|
2023
Q2 | $4.65M | Sell |
98,152
-11,164
| -10% | -$529K | 0.57% | 32 |
|
2023
Q1 | $5.23M | Sell |
109,316
-3,236
| -3% | -$155K | 0.69% | 28 |
|
2022
Q4 | $5.26M | Buy |
112,552
+12,922
| +13% | +$604K | 0.73% | 26 |
|
2022
Q3 | $4.79M | Buy |
99,630
+157
| +0.2% | +$7.55K | 0.75% | 29 |
|
2022
Q2 | $4.99M | Sell |
99,473
-3,855
| -4% | -$193K | 0.75% | 26 |
|
2022
Q1 | $5.29M | Buy |
103,328
+731
| +0.7% | +$37.4K | 0.75% | 24 |
|
2021
Q4 | $5.27M | Buy |
+102,597
| New | +$5.27M | 0.69% | 23 |
|