Cypress Point Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-72,437	Closed	-$4.19M	–	38
2022 Q3	$4.19M	Hold	72,437	–	–	7.78%	2
2022 Q2	$4.26M	Hold	72,437	–	–	7.48%	2
2022 Q1	$4.29M	Buy	72,437 +25,000	+53%	+$1.5M	4.36%	4
2021 Q4	$2.89M	Sell	47,437 -1,577	-3%	-$96.4K	2.68%	8
2021 Q3	$3.01M	Buy	+49,014	New	+$3.01M	2.15%	9

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cypress Point Wealth Management's VGSH Position: Q4 2022 in Review

Cypress Point Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 72,437 shares — an estimated $4.19M sold.

Cypress Point Wealth Management first reported a position in VGSH in Q3 2021 and held it in 5 quarters. The position peaked at $4.29M in Q1 2022. 733 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Cypress Point Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Cypress Point Wealth Management sold 72,437 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $4.19M.
Cypress Point Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 5 quarters.
Cypress Point Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $4.29M in Q1 2022.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Cypress Point Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.