A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 9,244 shares of VTV stock, worth $1.58 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
9,244
Previous 9,193 0.55%
Holding current value
$1.58 Million
Previous $1.47 Million 9.43%
% of portfolio
0.71%
Previous 0.78%

Shares

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

Nov 01, 2024

BUY
$159.75 - $174.57 $8,147 - $8,903
51 Added 0.55%
9,244 $1.61 Million
Q1 2024

May 07, 2024

BUY
$147.46 - $162.86 $356,705 - $393,958
2,419 Added 35.71%
9,193 $1.5 Million
Q3 2023

Oct 31, 2023

BUY
$137.93 - $147.18 $658,477 - $702,637
4,774 Added 238.7%
6,774 $934,000
Q2 2023

Jul 20, 2023

SELL
$134.74 - $142.42 $259,374 - $274,158
-1,925 Reduced 49.04%
2,000 $284,000
Q1 2023

May 08, 2023

SELL
$132.13 - $144.96 $3.66 Million - $4.02 Million
-27,700 Reduced 87.59%
3,925 $542,000
Q4 2022

Feb 01, 2023

BUY
$124.69 - $146.24 $3.94 Million - $4.62 Million
31,625 New
31,625 $4.44 Million

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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