Cypress Financial Planning LLC Vanguard Specialized Funds Van Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cypress Financial Planning LLC holds 215,102 shares of VNQ stock, worth $20.7 Million. This represents 7.77% of its overall portfolio holdings.

Number of Shares
215,102
Previous 149,885 43.51%
Holding current value
$20.7 Million
Previous $12.6 Million 66.92%
% of portfolio
7.77%
Previous 5.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$82.97 - $98.97 $5.41 Million - $6.45 Million
65,217 Added 43.51%
215,102 $21 Million
Q2 2024

Jul 16, 2024
BUY
$78.61 - $85.97 $1.27 Million - $1.39 Million
16,139 Added 12.07%
149,885 $12.6 Million
Q1 2024

Apr 12, 2024
BUY
$82.58 - $89.12 $4.54 Million - $4.9 Million
54,970 Added 69.78%
133,746 $11.6 Million
Q4 2023

Jan 09, 2024
SELL
$71.05 - $89.54 $2.51 Million - $3.16 Million
-35,276 Reduced 30.93%
78,776 $6.96 Million
Q3 2023

Oct 10, 2023
BUY
$75.44 - $86.89 $639,203 - $736,218
8,473 Added 8.03%
114,052 $8.63 Million
Q2 2023

Jul 11, 2023
BUY
$78.4 - $83.98 $865,457 - $927,055
11,039 Added 11.68%
105,579 $8.82 Million
Q1 2023

Apr 07, 2023
BUY
$77.59 - $93.7 $774,503 - $935,313
9,982 Added 11.8%
94,540 $7.85 Million
Q4 2022

Jan 30, 2023
BUY
$76.14 - $88.09 $421,434 - $487,578
5,535 Added 7.0%
84,558 $6.97 Million
Q3 2022

Oct 13, 2022
BUY
$79.28 - $102.13 $510,325 - $657,410
6,437 Added 8.87%
79,023 $6.34 Million
Q2 2022

Jul 20, 2022
BUY
$87.04 - $112.5 $6.32 Million - $8.17 Million
72,586 New
72,586 $6.61 Million

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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