CPWM
Cypress Point Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
23,636
+1,101
| +5% | +$81.1K | 0.42% | 31 |
|
|
2025
Q1 | $1.66M | Buy |
22,535
+890
| +4% | +$65.4K | 0.53% | 30 |
|
|
2024
Q4 | $1.56M | Buy |
21,645
+1,706
| +9% | +$123K | 0.48% | 34 |
|
|
2024
Q3 | $1.5M | Buy |
19,939
+145
| +0.7% | +$10.9K | 0.59% | 36 |
|
|
2024
Q2 | $1.43M | Sell |
19,794
-330
| -2% | -$23.8K | 0.68% | 34 |
|
|
2024
Q1 | $1.46M | Buy |
20,124
+14,321
| +247% | +$1.04M | 0.75% | 32 |
|
|
2023
Q4 | $427K | Sell |
5,803
-187
| -3% | -$13.8K | 0.32% | 45 |
|
|
2023
Q3 | $418K | Buy |
+5,990
| New | +$418K | 0.37% | 40 |
|