Cypress Point Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cypress Point Wealth Management, LLC

$178 Million
Q1 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 14,350 shares of VOO stock, worth $7.32 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares

14,350

Previous 9,997 43.54%

Holding current value

$7.32 Million

Previous $4.37 Million 57.99%

% of portfolio

3.88%

Previous 3.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $1.87 Million - $2.1 Million	4,353 Added 43.54%	14,350 $6.9 Million
Q4 2023 Jan 17, 2024	BUY	$377.32 - $438.19 $1.32 Million - $1.54 Million	3,509 Added 54.08%	9,997 $4.37 Million
Q3 2023 Oct 31, 2023	BUY	$392.7 - $420.68 $2.55 Million - $2.73 Million	6,488 New	6,488 $2.55 Million
Q4 2021 Jan 27, 2022	SELL	$394.21 - $439.01 $80,024 - $89,119	-203 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$368.16 - $394.32 $35,711 - $38,249	-97 Reduced 32.33%	203 $80,000

Q1 2021 May 07, 2021	SELL	$339.03 - $365.24 $339 - $365	-1 Reduced 0.33%	300 $109,000
Q4 2020 Feb 05, 2021	BUY	$299.82 - $343.69 $90,245 - $103,450	301 New	301 $104,000

Others Institutions Holding VOO

# of Institutions

2,890

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Cypress Point Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History