Cypress Point Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,000 shares of VO stock, worth $292,560. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,000
Previous 2,750 63.64%
Holding current value
$292,560
Previous $769,000 61.9%
% of portfolio
0.07%
Previous 0.21%

Shares

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

Oct 07, 2025
SELL
$279.83 - $293.74 $489,702 - $514,045
-1,750 Reduced 63.64%
1,000 $293,000
Q1 2025

Apr 16, 2025
SELL
$251.87 - $277.95 $201,496 - $222,360
-800 Reduced 22.54%
2,750 $707,000
Q4 2024

Jan 21, 2025
SELL
$261.5 - $284.63 $65,375 - $71,157
-250 Reduced 6.58%
3,550 $937,000
Q3 2024

Nov 01, 2024
SELL
$237.84 - $263.83 $2,616 - $2,902
-11 Reduced 0.29%
3,800 $1 Million
Q2 2024

Jul 26, 2024
SELL
$234.99 - $248.98 $2,349 - $2,489
-10 Reduced 0.26%
3,811 $922,000
Q1 2024

May 07, 2024
SELL
$225.86 - $249.86 $463,916 - $513,212
-2,054 Reduced 34.96%
3,821 $954,000
Q4 2023

Jan 17, 2024
BUY
$195.66 - $233.95 $3,130 - $3,743
16 Added 0.27%
5,875 $1.37 Million
Q3 2023

Oct 31, 2023
BUY
$206.6 - $228.23 $2,892 - $3,195
14 Added 0.24%
5,859 $1.22 Million
Q2 2023

Jul 20, 2023
BUY
$203.43 - $220.16 $3,051 - $3,302
15 Added 0.26%
5,845 $1.29 Million
Q1 2023

May 08, 2023
SELL
$200.2 - $225.98 $105,905 - $119,543
-529 Reduced 8.32%
5,830 $1.23 Million
Q4 2022

Feb 01, 2023
BUY
$186.57 - $217.26 $162,315 - $189,016
870 Added 15.85%
6,359 $1.3 Million
Q3 2022

Oct 31, 2022
BUY
$187.98 - $227.42 $3,195 - $3,866
17 Added 0.31%
5,489 $1.03 Million
Q2 2022

Aug 08, 2022
SELL
$190.36 - $240.41 $116,881 - $147,611
-614 Reduced 10.09%
5,472 $1.08 Million
Q1 2022

Apr 29, 2022
BUY
$219.86 - $253.39 $3,957 - $4,561
18 Added 0.3%
6,086 $1.45 Million
Q4 2021

Jan 27, 2022
SELL
$236.98 - $261.2 $87,445 - $96,382
-369 Reduced 5.73%
6,068 $1.55 Million
Q3 2021

Nov 05, 2021
BUY
$229.88 - $249.8 $7,356 - $7,993
32 Added 0.5%
6,437 $1.52 Million
Q2 2021

Aug 04, 2021
SELL
$223.23 - $238.25 $193,093 - $206,086
-865 Reduced 11.9%
6,405 $1.52 Million
Q1 2021

May 07, 2021
BUY
$203.74 - $225.89 $2,648 - $2,936
13 Added 0.18%
7,270 $1.61 Million
Q4 2020

Feb 05, 2021
BUY
$176.14 - $208.21 $1.28 Million - $1.51 Million
7,257 New
7,257 $1.5 Million

Others Institutions Holding VO

# of Institutions
2,449
Shares Held
211M
Call Options Held
71.5K
Put Options Held
24.9K
View Full List

About VANGUARD MID-CAP ETF

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