Cypress Point Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-264	Closed	-$25K	–	147
2021 Q3	$25K	Buy	264 +157	+147%	+$15K	0.02%	85
2021 Q2	$10K	Buy	107 +73	+215%	+$6.87K	0.01%	139
2021 Q1	$3K	Buy	+34	New	+$3.23K	﹤0.01%	96

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cypress Point Wealth Management's VCIT Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2021, closing a stake of 264 shares — an estimated $25K sold.

Cypress Point Wealth Management first reported a position in VCIT in Q1 2021 and held it in 3 quarters. The position peaked at $25K in Q3 2021. 929 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

Cypress Point Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 264 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $25K.
Cypress Point Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Cypress Point Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $25K in Q3 2021.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.