Cypress Point Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Cypress Point Wealth Management, LLC

$228 Million
Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 19,939 shares of BND stock, worth $1.45 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

19,939

Previous 19,794 0.73%

Holding current value

$1.45 Million

Previous $1.43 Million 4.98%

% of portfolio

0.66%

Previous 0.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$71.45 - $75.64 $10,360 - $10,967	145 Added 0.73%	19,939 $1.5 Million
Q2 2024 Jul 26, 2024	SELL	$70.55 - $72.66 $23,281 - $23,977	-330 Reduced 1.64%	19,794 $1.43 Million
Q1 2024 May 07, 2024	BUY	$71.76 - $73.66 $1.03 Million - $1.05 Million	14,321 Added 246.79%	20,124 $1.46 Million
Q4 2023 Jan 17, 2024	SELL	$68.04 - $73.9 $12,723 - $13,819	-187 Reduced 3.12%	5,803 $426,000
Q3 2023 Oct 31, 2023	BUY	$69.63 - $72.91 $417,083 - $436,730	5,990 New	5,990 $417,000

Others Institutions Holding BND

# of Institutions

1,563

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

View Full List

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Cypress Point Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History