Cypress Point Wealth Management, LLC VOO Holdings History
Cypress Point Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 12,871.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.61 Mil. This investment constitutes 2.1% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Cypress Point Wealth Management, LLC has made 6 purchases of VOO, at an average price of $431.94, for a total of 16,710.00 shares. In addition, there have been 4 sales at an average price of $530.22 for 3,839.00 shares. Based on historical transaction data and VOO's current price of $566.95, Cypress Point Wealth Management, LLC's estimated gain on his VOO holdings is $2.12 Mil, reflecting a 29.30% gain to date.
Cypress Point Wealth Management, LLC VOO ($566.95) Holding Chart
Cypress Point Wealth Management, LLC VOO ($566.95) 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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