Cypress Point Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Buy |
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|
2025
Q2 | $1.64M | Hold |
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|
2025
Q1 | $1.6M | Hold |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.47M | Hold |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $934K | Buy |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $4.44M | Buy |
|