CPWM
Cypress Point Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
+8,500
| New | +$2.01M | 0.49% | 30 |
|
|
2021
Q4 | – | Sell |
-350
| Closed | -$77K | – | 145 |
|
|
2021
Q3 | $77K | Hold |
350
| – | – | 0.05% | 52 |
|
|
2021
Q2 | $79K | Hold |
350
| – | – | 0.06% | 49 |
|
|
2021
Q1 | $75K | Hold |
350
| – | – | 0.08% | 36 |
|
|
2020
Q4 | $68K | Buy |
+350
| New | +$68K | 0.1% | 100 |
|