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

Cypress Point Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-400	Closed	-$56K	–	152
2021 Q3	$56K	Hold	400	–	–	0.04%	57
2021 Q2	$56K	Hold	400	–	–	0.04%	57
2021 Q1	$54K	Hold	400	–	–	0.06%	40
2020 Q4	$48K	Buy	+400	New	+$44.8K	0.07%	108

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cypress Point Wealth Management's VOE Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 400 shares — an estimated $56K sold.

Cypress Point Wealth Management first reported a position in VOE in Q4 2020 and held it in 4 quarters. The position peaked at $56K in Q3 2021. 832 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

Cypress Point Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 400 Vanguard Mid-Cap Value ETF shares in Q4 2021, an estimated $56K.
Cypress Point Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $56K in Q3 2021.
832 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.