Cypress Point Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Sell
2025
Q2
$592K Buy
2025
Q1
$524K Sell
2024
Q4
$656K Buy
2024
Q3
$630K Sell
2024
Q2
$672K Sell
2024
Q1
$822K Sell
2023
Q4
$844K Sell
2023
Q3
$1.79M Sell
2023
Q2
$1.93M Sell
2023
Q1
$1.94M Sell
2022
Q4
$1.93M Sell
2022
Q3
$2.18M Buy
2022
Q2
$1.67M Sell
2022
Q1
$3.25M Buy
2021
Q4
$2.36M Sell
2021
Q3
$2.37M Buy
2021
Q2
$861K Buy