CPWM
Cypress Point Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
38,337
+4,351
| +13% | +$1.32M | 2.84% | 7 |
|
|
2025
Q1 | $9.34M | Sell |
33,986
-273
| -0.8% | -$75K | 2.96% | 6 |
|
|
2024
Q4 | $9.93M | Buy |
34,259
+3,077
| +10% | +$892K | 3.09% | 5 |
|
|
2024
Q3 | $8.83M | Sell |
31,182
-467
| -1% | -$132K | 3.47% | 5 |
|
|
2024
Q2 | $8.47M | Buy |
31,649
+7,329
| +30% | +$1.96M | 4.01% | 5 |
|
|
2024
Q1 | $6.32M | Buy |
24,320
+6,006
| +33% | +$1.56M | 3.24% | 7 |
|
|
2023
Q4 | $4.34M | Buy |
18,314
+11,287
| +161% | +$2.68M | 3.23% | 6 |
|
|
2023
Q3 | $1.49M | Buy |
+7,027
| New | +$1.49M | 1.31% | 21 |
|
|
2021
Q4 | – | Sell |
-488
| Closed | -$108K | – | 155 |
|
|
2021
Q3 | $108K | Buy |
488
+22
| +5% | +$4.87K | 0.08% | 39 |
|
|
2021
Q2 | $104K | Buy |
466
+66
| +17% | +$14.7K | 0.07% | 41 |
|
|
2021
Q1 | $83K | Buy |
400
+31
| +8% | +$6.43K | 0.09% | 34 |
|
|
2020
Q4 | $72K | Buy |
+369
| New | +$72K | 0.11% | 98 |
|