Cypress Point Wealth Management, LLC Vanguard Value ETF Transaction History

Cypress Point Wealth Management, LLC

$274 Million
Q1 2025

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 9,270 shares of VTV stock, worth $1.59 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

9,270

Previous 9,270 -0.0%

Holding current value

$1.59 Million

Previous $1.57 Million 0.89%

% of portfolio

0.58%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$168.32 - $181.87 $4,376 - $4,728	26 Added 0.28%	9,270 $1.57 Million
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

# of Institutions

2,603

Shares Held

560M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Cypress Point Wealth Management, LLC Vanguard Value ETF Transaction History