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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.9M | Sell |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $6.61M | Sell |
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|
2024
Q4 | $8.84M | Buy |
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|
2024
Q3 | $8.25M | Buy |
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|
2024
Q2 | $7.82M | Buy |
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|
2024
Q1 | $6.9M | Buy |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $2.55M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $80K | Sell |
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|
2021
Q1 | $109K | Sell |
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|
2020
Q4 | $104K | Buy |
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