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

Cypress Point Wealth Management, LLC

$178 Million
Q1 2024

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 3,821 shares of VO stock, worth $925,216. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,821

Previous 5,875 34.96%

Holding current value

$925,216

Previous $1.37 Million 30.16%

% of portfolio

0.54%

Previous 1.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$199.06 - $217.26 $173,182 - $189,016	870 Added 15.85%	6,359 $1.3 Million
Q3 2022 Oct 31, 2022	BUY	N/A	17 Added 0.31%	5,489 $1.03 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-614 Reduced 10.09%	5,472 $1.08 Million
Q1 2022 Apr 29, 2022	BUY	N/A	18 Added 0.3%	6,086 $1.45 Million
Q4 2021 Jan 27, 2022	SELL	N/A	-369 Reduced 5.73%	6,068 $1.55 Million
Q3 2021 Nov 05, 2021	BUY	N/A	32 Added 0.5%	6,437 $1.52 Million
Q2 2021 Aug 04, 2021	SELL	N/A	-865 Reduced 11.9%	6,405 $1.52 Million
Q1 2021 May 07, 2021	BUY	N/A	13 Added 0.18%	7,270 $1.61 Million
Q4 2020 Feb 05, 2021	BUY	N/A	7,257 New	7,257 $1.5 Million

Others Institutions Holding VO

# of Institutions

1,964

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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