Cypress Point Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.11M Buy
2025
Q2
$1.02M Hold
2025
Q1
$865K Hold
2024
Q4
$958K Buy
2024
Q3
Sell
2024
Q2
$873K Hold
2024
Q1
$803K Hold
2023
Q4
$725K Hold
2023
Q3
$635K Buy