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

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 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 2,295 shares of VBR stock, worth $458,196. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,295
Previous 2,263 1.41%
Holding current value
$458,196
Previous $413,000 11.38%
% of portfolio
0.2%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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