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