Cypress Financial Planning LLC Vanguard Value ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
A detailed history of Cypress Financial Planning LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,216 shares of VTV stock, worth $217,919. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,216
Previous 1,301
6.53%
Holding current value
$217,919
Previous $227,000
9.69%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,515Shares Held
542MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.6 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.65 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.53 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.6 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.37 Billion0.42% of portfolio