CPWM
Cypress Point Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
19,939
+4,842
| +32% | +$325K | 0.33% | 40 |
|
|
2025
Q1 | $916K | Buy |
15,097
+49
| +0.3% | +$2.97K | 0.29% | 42 |
|
|
2024
Q4 | $864K | Buy |
15,048
+242
| +2% | +$13.9K | 0.27% | 44 |
|
|
2024
Q3 | $933K | Buy |
14,806
+58
| +0.4% | +$3.65K | 0.37% | 43 |
|
|
2024
Q2 | $865K | Buy |
14,748
+114
| +0.8% | +$6.69K | 0.41% | 44 |
|
|
2024
Q1 | $858K | Buy |
+14,634
| New | +$858K | 0.44% | 41 |
|