Cypress Point Wealth Management, LLC VB Holdings History
Cypress Point Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Cypress Point Wealth Management, LLC held 8,500.00 shares of Vanguard Small Cap ETF(VB), totaling $2.01 Mil. This investment constitutes 0.49% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q4. And since then Cypress Point Wealth Management, LLC has made 1 purchases of VB, at an average price of $221.25, for a total of 8,850.00 shares. In addition, there have been 1 sales at an average price of $226.30 for 350.00 shares. Based on historical transaction data and VB's current price of $244.11, Cypress Point Wealth Management, LLC's estimated gain on his VB holdings is $196,046.00, reflecting a 10.01% gain to date.
Cypress Point Wealth Management, LLC VB ($244.11) Holding Chart
Cypress Point Wealth Management, LLC VB ($244.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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