Cypress Financial Planning LLC Vanguard Extended Market ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
A detailed history of Cypress Financial Planning LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 98,420 shares of VXF stock, worth $17 Million. This represents 6.91% of its overall portfolio holdings.
Number of Shares
98,420
Previous 101,603
3.13%
Holding current value
$17 Million
Previous $18.5 Million
1.12%
% of portfolio
6.91%
Previous 6.86%
Shares
11 transactions
Others Institutions Holding VXF
# of Institutions
979Shares Held
48.5MCall Options Held
21.5KPut Options Held
3.2K-
Wealthfront Advisers LLC3.45MShares$596 Million1.92% of portfolio
-
Morgan Stanley New York, NY3.37MShares$583 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$508 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$279 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$201 Million0.81% of portfolio