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 15,642 shares of VOO stock, worth $8.43 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
15,642
Previous 15,634 0.05%
Holding current value
$8.43 Million
Previous $7.82 Million 5.55%
% of portfolio
3.62%
Previous 4.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$475.2 - $527.7 $3,801 - $4,221
8 Added 0.05%
15,642 $8.25 Million
Q2 2024

Jul 26, 2024

BUY
$455.1 - $504.28 $584,348 - $647,495
1,284 Added 8.95%
15,634 $7.82 Million
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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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