Cypress Point Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 4,621 shares of VBR stock, worth $965,696. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,621
Previous 2,308 100.22%
Holding current value
$965,696
Previous $450,000 114.22%
% of portfolio
0.22%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$195.41 - $212.37 $451,983 - $491,211
2,313 Added 100.22%
4,621 $964,000
Q4 2024

Jan 21, 2025
BUY
$197.36 - $217.3 $2,565 - $2,824
13 Added 0.57%
2,308 $457,000
Q3 2024

Nov 01, 2024
BUY
$179.99 - $201.6 $5,759 - $6,451
32 Added 1.41%
2,295 $460,000
Q1 2024

May 07, 2024
BUY
$172.45 - $191.88 $390,254 - $434,224
2,263 New
2,263 $434,000
Q4 2021

Jan 27, 2022
SELL
$168.72 - $185.72 $2,530 - $2,785
-15 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
$166.46 - $180.76 $2,496 - $2,711
15 New
15 $3,000

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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