CPWM
Cypress Point Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,923
| Closed | -$196K | – | 150 |
|
|
2021
Q3 | $196K | Sell |
1,923
-1,263
| -40% | -$129K | 0.14% | 29 |
|
|
2021
Q2 | $324K | Buy |
3,186
+368
| +13% | +$37.4K | 0.23% | 25 |
|
|
2021
Q1 | $259K | Buy |
2,818
+6
| +0.2% | +$551 | 0.27% | 22 |
|
|
2020
Q4 | $239K | Buy |
+2,812
| New | +$239K | 0.36% | 76 |
|