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

Cypress Point Wealth Management, LLC

$178 Million
Q1 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 11,972 shares of VYM stock, worth $1.42 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

11,972

Previous 17,082 29.91%

Holding current value

$1.42 Million

Previous $1.91 Million 24.03%

% of portfolio

0.81%

Previous 1.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$106.0 - $113.15 $667,800 - $712,845	6,300 Added 27.41%	29,282 $3.17 Million
Q2 2021 Aug 04, 2021	SELL	N/A	-159 Reduced 0.69%	22,982 $2.41 Million
Q1 2021 May 07, 2021	BUY	N/A	13,600 Added 142.54%	23,141 $2.34 Million
Q4 2020 Feb 05, 2021	BUY	N/A	9,541 New	9,541 $873,000

Others Institutions Holding VYM

# of Institutions

1,705

Shares Held

174M

Call Options Held

1.76M

Put Options Held

464K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Account

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