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

Quarter Market Value Status Shares Shares
Change %
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 +$48K 0.07% 108