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

Cypress Point Wealth Management, LLC

$178 Million
Q1 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 24,320 shares of VTI stock, worth $6.63 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

24,320

Previous 18,314 32.79%

Holding current value

$6.63 Million

Previous $4.34 Million 45.49%

% of portfolio

3.55%

Previous 3.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-488 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	N/A	22 Added 4.72%	488 $108,000

Q2 2021 Aug 04, 2021	BUY	N/A	66 Added 16.5%	466 $104,000
Q1 2021 May 07, 2021	BUY	N/A	31 Added 8.4%	400 $83,000
Q4 2020 Feb 05, 2021	BUY	N/A	369 New	369 $72,000

Others Institutions Holding VTI

# of Institutions

2,851

Shares Held

456M

Call Options Held

824K

Put Options Held

449K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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