Cypress Financial Planning LLC Vanguard Intermediate Term Cor Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Cypress Financial Planning LLC holds 399,215 shares of VCIT stock, worth $32.2 Million. This represents 11.85% of its overall portfolio holdings.

Number of Shares

399,215

Previous 392,296 1.76%

Holding current value

$32.2 Million

Previous $32.9 Million 2.47%

% of portfolio

11.85%

Previous 12.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$80.13 - $83.77 $554,419 - $579,604	6,919 Added 1.76%	399,215 $32 Million
Q3 2024 Oct 07, 2024	BUY	$79.29 - $84.02 $922,539 - $977,572	11,635 Added 3.06%	392,296 $32.9 Million
Q2 2024 Jul 16, 2024	SELL	$77.99 - $80.49 $554,664 - $572,444	-7,112 Reduced 1.83%	380,661 $30.4 Million
Q1 2024 Apr 12, 2024	BUY	$79.39 - $81.28 $7.53 Million - $7.71 Million	94,818 Added 32.37%	387,773 $31.2 Million
Q4 2023 Jan 09, 2024	SELL	$73.81 - $81.64 $10.5 Million - $11.6 Million	-142,536 Reduced 32.73%	292,955 $23.8 Million
Q3 2023 Oct 10, 2023	BUY	$75.83 - $79.4 $744,043 - $779,072	9,812 Added 2.31%	435,491 $33.1 Million
Q2 2023 Jul 11, 2023	BUY	$78.33 - $80.78 $1.32 Million - $1.36 Million	16,883 Added 4.13%	425,679 $33.6 Million
Q1 2023 Apr 07, 2023	BUY	$77.23 - $81.35 $1.85 Million - $1.95 Million	23,983 Added 6.23%	408,796 $32.8 Million
Q4 2022 Jan 30, 2023	SELL	$73.66 - $79.75 $1.13 Million - $1.23 Million	-15,401 Reduced 3.85%	384,813 $29.8 Million
Q3 2022 Oct 13, 2022	BUY	$74.85 - $82.96 $2.27 Million - $2.52 Million	30,379 Added 8.21%	400,214 $30.3 Million
Q2 2022 Jul 20, 2022	BUY	$78.1 - $85.93 $28.9 Million - $31.8 Million	369,835 New	369,835 $29.6 Million

Others Institutions Holding VCIT

# of Institutions

1,216

Shares Held

498M

Call Options Held

37.7K

Put Options Held

400

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Account

Cypress Financial Planning LLC Vanguard Intermediate Term Cor Transaction History