CPWM
Cypress Point Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
2,308
| – | – | 0.11% | 56 |
|
|
2025
Q1 | $430K | Hold |
2,308
| – | – | 0.14% | 53 |
|
|
2024
Q4 | $457K | Buy |
2,308
+13
| +0.6% | +$2.58K | 0.14% | 52 |
|
|
2024
Q3 | $461K | Buy |
2,295
+32
| +1% | +$6.43K | 0.18% | 56 |
|
|
2024
Q2 | $413K | Hold |
2,263
| – | – | 0.2% | 56 |
|
|
2024
Q1 | $434K | Buy |
+2,263
| New | +$434K | 0.22% | 56 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$3K | – | 146 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 135 |
|
|
2021
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 179 |
|