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

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 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 2,308 shares of VBR stock, worth $458,045. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,308
Previous 2,308 -0.0%
Holding current value
$458,045
Previous $428,000 5.14%
% of portfolio
0.12%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,733
Shares Held
93M
Call Options Held
44.4K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email