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

Cypress Point Wealth Management, LLC

$439 Million
Q3 2025

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 10,407 shares of VYM stock, worth $1.46 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,407

Previous 10,407 -0.0%

Holding current value

$1.46 Million

Previous $1.39 Million 5.7%

% of portfolio

0.33%

Previous 0.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$126.11 - $135.06 $47,291 - $50,647	-375 Reduced 3.48%	10,407 $1.33 Million
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

2,070

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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