Cypress Financial Planning LLC Vanguard Intermediate Term Tre Transaction History

Cypress Financial Planning LLC

$322 Million
Q3 2025

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cypress Financial Planning LLC holds 460,231 shares of VGIT stock, worth $27.6 Million. This represents 8.57% of its overall portfolio holdings.

Number of Shares

460,231

Previous 432,502 6.41%

Holding current value

$27.6 Million

Previous $25.9 Million 6.8%

% of portfolio

8.57%

Previous 8.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$58.97 - $60.36 $1.64 Million - $1.67 Million	27,729 Added 6.41%	460,231 $27.6 Million
Q2 2025 Jul 10, 2025	BUY	$58.63 - $59.9 $1.48 Million - $1.51 Million	25,193 Added 6.19%	432,502 $25.9 Million
Q1 2025 Apr 09, 2025	BUY	$57.44 - $59.4 $250,208 - $258,746	4,356 Added 1.08%	407,309 $24.2 Million
Q4 2024 Jan 13, 2025	BUY	$57.78 - $60.4 $924,248 - $966,158	15,996 Added 4.13%	402,953 $23.4 Million
Q3 2024 Oct 07, 2024	BUY	$57.8 - $60.8 $2.33 Million - $2.45 Million	40,366 Added 11.65%	386,957 $23.4 Million
Q2 2024 Jul 16, 2024	BUY	$57.14 - $58.53 $6.89 Million - $7.05 Million	120,514 Added 53.31%	346,591 $20.2 Million
Q1 2024 Apr 12, 2024	BUY	$58.07 - $59.52 $13.1 Million - $13.5 Million	226,077 New	226,077 $13.2 Million

Others Institutions Holding VGIT

# of Institutions

899

Shares Held

419M

Call Options Held

10.7K

Put Options Held

9.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Cypress Financial Planning LLC Vanguard Intermediate Term Tre Transaction History