Cypress Point Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 10,782 shares of VYM stock, worth $1.36 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
10,782
Previous 11,972 9.94%
Holding current value
$1.36 Million
Previous $1.42 Million 2.61%
% of portfolio
0.61%
Previous 0.75%

Shares

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

Nov 01, 2024
SELL
$117.9 - $128.2 $140,301 - $152,558
-1,190 Reduced 9.94%
10,782 $1.38 Million
Q1 2024

May 07, 2024
SELL
$109.98 - $120.99 $561,997 - $618,258
-5,110 Reduced 29.91%
11,972 $1.45 Million
Q4 2023

Jan 17, 2024
SELL
$98.71 - $111.84 $330,184 - $374,104
-3,345 Reduced 16.38%
17,082 $1.91 Million
Q3 2023

Oct 31, 2023
SELL
$103.32 - $110.34 $309,960 - $331,020
-3,000 Reduced 12.81%
20,427 $2.11 Million
Q2 2023

Jul 20, 2023
SELL
$101.36 - $107.68 $506,800 - $538,400
-5,000 Reduced 17.59%
23,427 $2.48 Million
Q1 2023

May 08, 2023
SELL
$100.82 - $111.44 $86,201 - $95,281
-855 Reduced 2.92%
28,427 $3 Million
Q4 2022

Feb 01, 2023
BUY
$96.14 - $113.15 $605,682 - $712,845
6,300 Added 27.41%
29,282 $3.17 Million
Q2 2021

Aug 04, 2021
SELL
$101.6 - $107.95 $16,154 - $17,164
-159 Reduced 0.69%
22,982 $2.41 Million
Q1 2021

May 07, 2021
BUY
$90.4 - $101.83 $1.23 Million - $1.38 Million
13,600 Added 142.54%
23,141 $2.34 Million
Q4 2020

Feb 05, 2021
BUY
$78.88 - $92.1 $752,594 - $878,726
9,541 New
9,541 $873,000

Others Institutions Holding VYM

# of Institutions
1,801
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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