CPWM
Cypress Point Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
11,873
+1,359
| +13% | +$67.8K | 0.14% | 51 |
|
|
2025
Q1 | $524K | Sell |
10,514
-2,712
| -21% | -$135K | 0.17% | 50 |
|
|
2024
Q4 | $656K | Buy |
13,226
+606
| +5% | +$30.1K | 0.2% | 47 |
|
|
2024
Q3 | $630K | Sell |
12,620
-948
| -7% | -$47.3K | 0.25% | 50 |
|
|
2024
Q2 | $672K | Sell |
13,568
-3,026
| -18% | -$150K | 0.32% | 47 |
|
|
2024
Q1 | $822K | Sell |
16,594
-476
| -3% | -$23.6K | 0.42% | 43 |
|
|
2023
Q4 | $844K | Sell |
17,070
-19,324
| -53% | -$955K | 0.63% | 34 |
|
|
2023
Q3 | $1.79M | Sell |
36,394
-2,810
| -7% | -$138K | 1.57% | 18 |
|
|
2023
Q2 | $1.93M | Sell |
39,204
-162
| -0.4% | -$7.96K | 2.05% | 13 |
|
|
2023
Q1 | $1.94M | Sell |
39,366
-30
| -0.1% | -$1.48K | 2.73% | 11 |
|
|
2022
Q4 | $1.93M | Sell |
39,396
-5,048
| -11% | -$247K | 3.03% | 9 |
|
|
2022
Q3 | $2.18M | Buy |
44,444
+10,431
| +31% | +$511K | 4.04% | 7 |
|
|
2022
Q2 | $1.67M | Sell |
34,013
-31,853
| -48% | -$1.57M | 2.94% | 10 |
|
|
2022
Q1 | $3.25M | Buy |
65,866
+18,628
| +39% | +$920K | 3.3% | 10 |
|
|
2021
Q4 | $2.36M | Sell |
47,238
-111
| -0.2% | -$5.55K | 2.19% | 11 |
|
|
2021
Q3 | $2.37M | Buy |
47,349
+30,161
| +175% | +$1.51M | 1.69% | 12 |
|
|
2021
Q2 | $861K | Buy |
+17,188
| New | +$861K | 0.61% | 17 |
|