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Cypress Point Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cypress Point Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-195
Closed -$10K – 148
2021
Q3 		$10K Hold
195
– – 0.01% 112
2021
Q2 		$10K Buy
+195
New +$10.1K 0.01% 140

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Wells Fargo
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Wealthfront Advisers
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2021, closing a stake of 195 shares — an estimated $10K sold.

Cypress Point Wealth Management first reported a position in VEA in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 1,815 funds tracked by Wall St. Rank hold VEA as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 195 Vanguard FTSE Developed Markets ETF shares in Q4 2021, an estimated $10K.
  • Cypress Point Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $10K in Q3 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2021.

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