Cypress Financial Planning LLC Vanguard Total Stock Market Et Transaction History

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cypress Financial Planning LLC holds 2,390 shares of VTI stock, worth $692,813. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,390
Previous 2,046 16.81%
Holding current value
$692,813
Previous $592,000 10.3%
% of portfolio
0.24%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$271.18 - $303.12 $93,285 - $104,273
344 Added 16.81%
2,390 $653,000
Q4 2024

Jan 13, 2025
BUY
$280.04 - $302.45 $16,522 - $17,844
59 Added 2.97%
2,046 $592,000
Q3 2024

Oct 07, 2024
SELL
$255.18 - $283.2 $14,290 - $15,859
-56 Reduced 2.74%
1,987 $562,000
Q2 2024

Jul 16, 2024
BUY
$245.23 - $269.4 $77,247 - $84,861
315 Added 18.23%
2,043 $546,000
Q1 2024

Apr 12, 2024
BUY
$232.77 - $260.14 $42,364 - $47,345
182 Added 11.77%
1,728 $449,000
Q4 2023

Jan 09, 2024
SELL
$203.12 - $238.25 $42,655 - $50,032
-210 Reduced 11.96%
1,546 $366,000
Q3 2023

Oct 10, 2023
SELL
$211.41 - $228.35 $7,399 - $7,992
-35 Reduced 1.95%
1,756 $372,000
Q2 2023

Jul 11, 2023
BUY
$200.75 - $220.28 $12,245 - $13,437
61 Added 3.53%
1,791 $394,000
Q1 2023

Apr 07, 2023
SELL
$189.85 - $210.01 $16,137 - $17,850
-85 Reduced 4.68%
1,730 $353,000
Q4 2022

Jan 30, 2023
BUY
$179.3 - $204.18 $13,626 - $15,517
76 Added 4.37%
1,815 $347,000
Q3 2022

Oct 13, 2022
BUY
$179.47 - $216.24 $897 - $1,081
5 Added 0.29%
1,739 $312,000
Q2 2022

Jul 20, 2022
BUY
$183.02 - $230.52 $317,356 - $399,721
1,734 New
1,734 $327,000

Others Institutions Holding VTI

# of Institutions
3,450
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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