Cypress Point Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cypress Point Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$965K	Buy
2025 Q2	$450K	Hold
2025 Q1	$430K	Hold
2024 Q4	$457K	Buy
2024 Q3	$461K	Buy
2024 Q2	$413K	Hold
2024 Q1	$434K	Buy
2021 Q4	–	Sell
2021 Q3	$3K	Hold
2021 Q2	$3K	Buy