CPWM
Cypress Point Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Hold |
9,270
| – | – | 0.4% | 34 |
|
|
2025
Q1 | $1.6M | Hold |
9,270
| – | – | 0.51% | 32 |
|
|
2024
Q4 | $1.57M | Buy |
9,270
+26
| +0.3% | +$4.4K | 0.49% | 33 |
|
|
2024
Q3 | $1.61M | Buy |
9,244
+51
| +0.6% | +$8.9K | 0.63% | 34 |
|
|
2024
Q2 | $1.47M | Hold |
9,193
| – | – | 0.7% | 30 |
|
|
2024
Q1 | $1.5M | Buy |
9,193
+2,419
| +36% | +$394K | 0.77% | 30 |
|
|
2023
Q4 | $1.01M | Hold |
6,774
| – | – | 0.75% | 32 |
|
|
2023
Q3 | $934K | Buy |
6,774
+4,774
| +239% | +$658K | 0.82% | 28 |
|
|
2023
Q2 | $284K | Sell |
2,000
-1,925
| -49% | -$274K | 0.3% | 37 |
|
|
2023
Q1 | $542K | Sell |
3,925
-27,700
| -88% | -$3.83M | 0.76% | 29 |
|
|
2022
Q4 | $4.44M | Buy |
+31,625
| New | +$4.44M | 6.96% | 3 |
|