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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Sell |
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|
2025
Q2 | $770K | Hold |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $938K | Sell |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $923K | Sell |
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|
2024
Q1 | $955K | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.5M | Buy |
|