Number of Shares
498,059.00
Current Holdings Value*
$136.89 Mil
% of Portfolio
13.19%
Total Estimate Gain
$36.58 Mil
% of Total Estimate Gain
30.10%

CARDIFF PARK ADVISORS, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 498,059.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $136.89 Mil. This investment constitutes 13.19% of their stock portfolio, and CARDIFF PARK ADVISORS, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then CARDIFF PARK ADVISORS, LLC has made 10 purchases of VTI, at an average price of $230.55, for a total of 527,153.00 shares. In addition, there have been 3 sales at an average price of $202.16 for 29,094.00 shares. Based on historical transaction data and VTI's current price of $305.65, CARDIFF PARK ADVISORS, LLC's estimated gain on his VTI holdings is $36.58 Mil, reflecting a 30.10% gain to date.

CARDIFF PARK ADVISORS, LLC VTI ($305.65) Holding Chart

CARDIFF PARK ADVISORS, LLC VTI ($305.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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