CPWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-264	Closed	-$25K	–	147
2021 Q3	$25K	Buy	264 +157	+147%	+$14.9K	0.02%	85
2021 Q2	$10K	Buy	107 +73	+215%	+$6.82K	0.01%	139
2021 Q1	$3K	Buy	+34	New	+$3K	﹤0.01%	96