CPWM
Cypress Point Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Hold |
2,750
| – | – | 0.19% | 47 |
|
|
2025
Q1 | $711K | Sell |
2,750
-800
| -23% | -$207K | 0.23% | 46 |
|
|
2024
Q4 | $938K | Sell |
3,550
-250
| -7% | -$66K | 0.29% | 43 |
|
|
2024
Q3 | $1M | Sell |
3,800
-11
| -0.3% | -$2.9K | 0.39% | 42 |
|
|
2024
Q2 | $923K | Sell |
3,811
-10
| -0.3% | -$2.42K | 0.44% | 41 |
|
|
2024
Q1 | $955K | Sell |
3,821
-2,054
| -35% | -$513K | 0.49% | 40 |
|
|
2023
Q4 | $1.37M | Buy |
5,875
+16
| +0.3% | +$3.72K | 1.02% | 27 |
|
|
2023
Q3 | $1.22M | Buy |
5,859
+14
| +0.2% | +$2.92K | 1.07% | 26 |
|
|
2023
Q2 | $1.29M | Buy |
5,845
+15
| +0.3% | +$3.3K | 1.37% | 19 |
|
|
2023
Q1 | $1.23M | Sell |
5,830
-529
| -8% | -$112K | 1.73% | 15 |
|
|
2022
Q4 | $1.3M | Buy |
6,359
+870
| +16% | +$177K | 2.03% | 15 |
|
|
2022
Q3 | $1.03M | Buy |
5,489
+17
| +0.3% | +$3.2K | 1.92% | 14 |
|
|
2022
Q2 | $1.08M | Sell |
5,472
-614
| -10% | -$121K | 1.89% | 15 |
|
|
2022
Q1 | $1.45M | Buy |
6,086
+18
| +0.3% | +$4.28K | 1.47% | 19 |
|
|
2021
Q4 | $1.55M | Sell |
6,068
-369
| -6% | -$94K | 1.43% | 16 |
|
|
2021
Q3 | $1.52M | Buy |
6,437
+32
| +0.5% | +$7.58K | 1.09% | 16 |
|
|
2021
Q2 | $1.52M | Sell |
6,405
-865
| -12% | -$205K | 1.08% | 15 |
|
|
2021
Q1 | $1.61M | Buy |
7,270
+13
| +0.2% | +$2.88K | 1.67% | 9 |
|
|
2020
Q4 | $1.5M | Buy |
+7,257
| New | +$1.5M | 2.28% | 6 |
|