CPWM
Cypress Point Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$1.48M | 4.36% | 4 |
|
|
2021
Q4 | $2.89M | Sell |
47,437
-1,577
| -3% | -$95.9K | 2.68% | 8 |
|
|
2021
Q3 | $3.01M | Buy |
+49,014
| New | +$3.01M | 2.15% | 9 |
|