CPWM
Cypress Point Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,085
| Closed | -$89K | – | 44 |
|
|
2021
Q3 | $89K | Buy |
1,085
+3
| +0.3% | +$246 | 0.06% | 44 |
|
|
2021
Q2 | $89K | Buy |
1,082
+3
| +0.3% | +$247 | 0.06% | 43 |
|
|
2021
Q1 | $89K | Buy |
1,079
+1,027
| +1,975% | +$84.7K | 0.09% | 33 |
|
|
2020
Q4 | $4K | Buy |
+52
| New | +$4K | 0.01% | 180 |
|