CPWM
Cypress Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
21,228
+8,357
| +65% | +$4.75M | 2.94% | 6 |
|
|
2025
Q1 | $6.61M | Sell |
12,871
-3,538
| -22% | -$1.82M | 2.1% | 7 |
|
|
2024
Q4 | $8.84M | Buy |
16,409
+767
| +5% | +$413K | 2.75% | 6 |
|
|
2024
Q3 | $8.25M | Buy |
15,642
+8
| +0.1% | +$4.22K | 3.24% | 6 |
|
|
2024
Q2 | $7.82M | Buy |
15,634
+1,284
| +9% | +$642K | 3.7% | 6 |
|
|
2024
Q1 | $6.9M | Buy |
14,350
+4,353
| +44% | +$2.09M | 3.53% | 5 |
|
|
2023
Q4 | $4.37M | Buy |
9,997
+3,509
| +54% | +$1.53M | 3.24% | 5 |
|
|
2023
Q3 | $2.55M | Buy |
+6,488
| New | +$2.55M | 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% | -$38.2K | 0.06% | 48 |
|
|
2021
Q1 | $109K | Sell |
300
-1
| -0.3% | -$363 | 0.11% | 31 |
|
|
2020
Q4 | $104K | Buy |
+301
| New | +$104K | 0.16% | 95 |
|