Cypress Financial Planning LLC Vanguard Growth ETF Transaction History

Cypress Financial Planning LLC

$276 Million
Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 2,753 shares of VUG stock, worth $1.14 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

2,753

Previous 3,223 14.58%

Holding current value

$1.14 Million

Previous $1.32 Million 22.92%

% of portfolio

0.37%

Previous 0.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$369.1 - $427.61 $173,477 - $200,976	-470 Reduced 14.58%	2,753 $1.02 Million
Q4 2024 Jan 13, 2025	SELL	$378.79 - $428.11 $378 - $428	-1 Reduced 0.03%	3,223 $1.32 Million
Q3 2024 Oct 07, 2024	BUY	$341.08 - $391.94 $629,974 - $723,913	1,847 Added 134.13%	3,224 $1.24 Million
Q2 2024 Jul 16, 2024	SELL	$322.46 - $377.11 $17,735 - $20,741	-55 Reduced 3.84%	1,377 $515,000
Q1 2024 Apr 12, 2024	BUY	$301.05 - $346.61 $198,090 - $228,069	658 Added 85.01%	1,432 $492,000
Q4 2023 Jan 09, 2024	SELL	$261.54 - $312.16 $212,108 - $253,161	-811 Reduced 51.17%	774 $240,000
Q3 2023 Oct 10, 2023	SELL	$269.56 - $293.5 $29,651 - $32,285	-110 Reduced 6.49%	1,585 $431,000
Q2 2023 Jul 11, 2023	SELL	$243.06 - $282.96 $16,528 - $19,241	-68 Reduced 3.86%	1,695 $479,000
Q1 2023 Apr 07, 2023	SELL	$209.25 - $249.44 $7,742 - $9,229	-37 Reduced 2.06%	1,763 $439,000
Q4 2022 Jan 30, 2023	SELL	$208.44 - $233.81 $32,308 - $36,240	-155 Reduced 7.93%	1,800 $383,000
Q3 2022 Oct 13, 2022	SELL	$213.95 - $266.28 $13,692 - $17,041	-64 Reduced 3.17%	1,955 $418,000
Q2 2022 Jul 20, 2022	BUY	$214.97 - $293.87 $434,024 - $593,323	2,019 New	2,019 $450,000

Others Institutions Holding VUG

# of Institutions

2,677

Shares Held

267M

Call Options Held

319K

Put Options Held

285K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
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Cypress Financial Planning LLC Vanguard Growth ETF Transaction History