CPWM
Cypress Point Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
2,333
| – | – | 0.25% | 42 |
|
|
2025
Q1 | $865K | Hold |
2,333
| – | – | 0.27% | 43 |
|
|
2024
Q4 | $958K | Buy |
+2,333
| New | +$958K | 0.3% | 41 |
|
|
2024
Q3 | – | Sell |
-2,333
| Closed | -$873K | – | 77 |
|
|
2024
Q2 | $873K | Hold |
2,333
| – | – | 0.41% | 43 |
|
|
2024
Q1 | $803K | Hold |
2,333
| – | – | 0.41% | 44 |
|
|
2023
Q4 | $725K | Hold |
2,333
| – | – | 0.54% | 39 |
|
|
2023
Q3 | $635K | Buy |
+2,333
| New | +$635K | 0.56% | 37 |
|