Cypress Point Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.5M | Sell |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $9.34M | Sell |
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|
2024
Q4 | $9.93M | Buy |
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|
2024
Q3 | $8.83M | Sell |
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|
2024
Q2 | $8.47M | Buy |
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|
2024
Q1 | $6.32M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $72K | Buy |
|