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

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 2024

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 2,263 shares of VBR stock, worth $433,568. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,263
Holding current value
$433,568
% of portfolio
0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-15 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
N/A
15 New
15 $3,000

Others Institutions Holding VBR

# of Institutions
1,442
Shares Held
89.2M
Call Options Held
62.7K
Put Options Held
14.7K
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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