Cypress Financial Planning LLC Vanguard Dividend Appreciation Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cypress Financial Planning LLC holds 40,635 shares of VIG stock, worth $7.4 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

40,635

Previous 40,615 0.05%

Holding current value

$7.4 Million

Previous $7.4 Million 0.04%

% of portfolio

2.74%

Previous 2.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	N/A	20 Added 0.05%	40,635 $7.4 Million
Q3 2024 Oct 07, 2024	SELL	$182.15 - $182.15 $358,289 - $358,289	-1,967 Reduced 4.62%	40,615 $7.4 Million
Q2 2024 Jul 16, 2024	SELL	$173.33 - $185.29 $560,549 - $599,227	-3,234 Reduced 7.06%	42,582 $7.77 Million
Q1 2024 Apr 12, 2024	SELL	$168.47 - $182.98 $400,790 - $435,309	-2,379 Reduced 4.94%	45,816 $8.37 Million
Q4 2023 Jan 09, 2024	SELL	$150.16 - $171.16 $5.94 Million - $6.77 Million	-39,570 Reduced 45.09%	48,195 $8.21 Million
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $1.14 Million - $1.23 Million	-7,358 Reduced 7.74%	87,765 $13.6 Million
Q2 2023 Jul 11, 2023	BUY	$152.74 - $162.43 $95,920 - $102,006	628 Added 0.66%	95,123 $15.5 Million
Q1 2023 Apr 07, 2023	BUY	$147.24 - $158.33 $746,948 - $803,208	5,073 Added 5.67%	94,495 $14.6 Million
Q4 2022 Jan 30, 2023	SELL	$144.84 - $158.71 $232,757 - $255,046	-1,607 Reduced 1.77%	89,422 $13.6 Million
Q3 2022 Oct 13, 2022	BUY	N/A	582 Added 0.64%	91,029 $12.3 Million
Q2 2022 Jul 20, 2022	BUY	N/A	90,447 New	90,447 $13 Million

Others Institutions Holding VIG

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

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Cypress Financial Planning LLC Vanguard Dividend Appreciation Transaction History