Cypress Point Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 34,259 shares of VTI stock, worth $10.2 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
34,259
Previous 31,182 9.87%
Holding current value
$10.2 Million
Previous $8.83 Million 12.45%
% of portfolio
3.45%
Previous 3.87%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$280.04 - $302.45 $861,683 - $930,638
3,077 Added 9.87%
34,259 $9.93 Million
Q3 2024

Nov 01, 2024
SELL
$255.18 - $283.2 $119,169 - $132,254
-467 Reduced 1.48%
31,182 $8.83 Million
Q2 2024

Jul 26, 2024
BUY
$245.23 - $269.4 $1.8 Million - $1.97 Million
7,329 Added 30.14%
31,649 $8.47 Million
Q1 2024

May 07, 2024
BUY
$232.77 - $260.14 $1.4 Million - $1.56 Million
6,006 Added 32.79%
24,320 $6.32 Million
Q4 2023

Jan 17, 2024
BUY
$203.12 - $238.25 $2.29 Million - $2.69 Million
11,287 Added 160.62%
18,314 $4.34 Million
Q3 2023

Oct 31, 2023
BUY
$211.41 - $228.35 $1.49 Million - $1.6 Million
7,027 New
7,027 $1.49 Million
Q4 2021

Jan 27, 2022
SELL
$221.73 - $242.96 $108,204 - $118,564
-488 Closed
0 $0
Q3 2021

Nov 05, 2021
BUY
$219.23 - $234.37 $4,823 - $5,156
22 Added 4.72%
488 $108,000
Q2 2021

Aug 04, 2021
BUY
$209.28 - $222.82 $13,812 - $14,706
66 Added 16.5%
466 $104,000
Q1 2021

May 07, 2021
BUY
$191.87 - $208.85 $5,947 - $6,474
31 Added 8.4%
400 $83,000
Q4 2020

Feb 05, 2021
BUY
$166.99 - $194.64 $61,619 - $71,822
369 New
369 $72,000

Others Institutions Holding VTI

# of Institutions
3,140
Shares Held
475M
Call Options Held
1.8M
Put Options Held
620K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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