Cypress Point Wealth Management, LLC Vanguard Growth ETF Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 2,333 shares of VUG stock, worth $864,213. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,333
Previous 2,333
-0.0%
Holding current value
$864,213
Previous $957,000
9.72%
% of portfolio
0.32%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,680Shares Held
263MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.16 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.04 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.81 Billion6.58% of portfolio