Cypress Point Wealth Management, LLC Vanguard Value ETF Transaction History

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 2024

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 9,193 shares of VTV stock, worth $1.52 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
9,193
Previous 6,774 35.71%
Holding current value
$1.52 Million
Previous $1.01 Million 47.92%
% of portfolio
0.84%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$136.96 - $146.24 $4.33 Million - $4.62 Million
31,625 New
31,625 $4.44 Million

Others Institutions Holding VTV

# of Institutions
2,163
Shares Held
494M
Call Options Held
259K
Put Options Held
37.4K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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