Cypress Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8M	Sell	18,059 -324	-2%	-$203K	2.32%	8
2025 Q4	$11.5M	Sell	18,383 -2,758	-13%	-$1.71M	2.52%	8
2025 Q3	$12.9M	Sell	21,141 -87	-0.4%	-$51.3K	2.62%	7
2025 Q2	$12.1M	Buy	21,228 +8,357	+65%	+$4.39M	2.94%	6
2025 Q1	$6.61M	Sell	12,871 -3,538	-22%	-$1.91M	2.1%	7
2024 Q4	$8.84M	Buy	16,409 +767	+5%	+$415K	2.75%	6
2024 Q3	$8.25M	Buy	15,642 +8	+0.1%	+$4.07K	3.24%	6
2024 Q2	$7.82M	Buy	15,634 +1,284	+9%	+$618K	3.7%	6
2024 Q1	$6.9M	Buy	14,350 +4,353	+44%	+$1.99M	3.53%	5
2023 Q4	$4.37M	Buy	9,997 +3,509	+54%	+$1.44M	3.24%	5
2023 Q3	$2.55M	Buy	+6,488	New	+$2.65M	2.24%	11
2021 Q4	–	Sell	-203	Closed	-$80K	–	153
2021 Q3	$80K	Hold	203	–	–	0.06%	49
2021 Q2	$80K	Sell	203 -97	-32%	-$37.2K	0.06%	48
2021 Q1	$109K	Sell	300 -1	-0.3%	-$355	0.11%	31
2020 Q4	$104K	Buy	+301	New	+$98.1K	0.16%	95