Cypress Point Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$287K	Hold	4,000	–	–	0.06%	96
2025 Q4	$290K	Hold	4,000	–	–	0.06%	81
2025 Q3	$294K	Sell	4,000 -7,000	-64%	-$503K	0.06%	72
2025 Q2	$770K	Hold	11,000	–	–	0.19%	47
2025 Q1	$711K	Sell	11,000 -3,200	-23%	-$215K	0.23%	46
2024 Q4	$938K	Sell	14,200 -1,000	-7%	-$67.9K	0.29%	43
2024 Q3	$1M	Sell	15,200 -44	-0.3%	-$2.76K	0.39%	42
2024 Q2	$923K	Sell	15,244 -40	-0.3%	-$2.43K	0.44%	41
2024 Q1	$955K	Sell	15,284 -8,216	-35%	-$486K	0.49%	40
2023 Q4	$1.37M	Buy	23,500 +64	+0.3%	+$3.42K	1.02%	27
2023 Q3	$1.22M	Buy	23,436 +56	+0.2%	+$3.07K	1.07%	26
2023 Q2	$1.29M	Buy	23,380 +60	+0.3%	+$3.15K	1.37%	19
2023 Q1	$1.23M	Sell	23,320 -2,116	-8%	-$113K	1.73%	15
2022 Q4	$1.3M	Buy	25,436 +3,480	+16%	+$177K	2.03%	15
2022 Q3	$1.03M	Buy	21,956 +68	+0.3%	+$3.55K	1.92%	14
2022 Q2	$1.08M	Sell	21,888 -2,456	-10%	-$133K	1.89%	15
2022 Q1	$1.45M	Buy	24,344 +72	+0.3%	+$4.22K	1.47%	19
2021 Q4	$1.55M	Sell	24,272 -1,476	-6%	-$92.5K	1.43%	16
2021 Q3	$1.52M	Buy	25,748 +128	+0.5%	+$7.74K	1.09%	16
2021 Q2	$1.52M	Sell	25,620 -3,460	-12%	-$201K	1.08%	15
2021 Q1	$1.61M	Buy	29,080 +52	+0.2%	+$2.82K	1.67%	9
2020 Q4	$1.5M	Buy	+29,028	New	+$1.41M	2.28%	6