Cypress Financial Planning LLC Vanguard Intermediate Term Tre Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024

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 386,957 shares of VGIT stock, worth $22.6 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares
386,957
Previous 346,591 11.65%
Holding current value
$22.6 Million
Previous $20.2 Million 15.85%
% of portfolio
8.67%
Previous 8.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
753
Shares Held
387M
Call Options Held
26.7K
Put Options Held
12K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email