Cypress Financial Planning LLC Vanguard Small Cap ETF Transaction History

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,832 shares of VB stock, worth $457,651. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,832
Previous 1,518 20.69%
Holding current value
$457,651
Previous $385,000 18.7%
% of portfolio
0.13%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$248.1 - $260.08 $77,903 - $81,665
314 Added 20.69%
1,832 $457,000
Q3 2025

Oct 09, 2025
SELL
$237.58 - $259.17 $11,879 - $12,958
-50 Reduced 3.19%
1,518 $385,000
Q2 2025

Jul 10, 2025
BUY
$193.73 - $237.37 $303,768 - $372,196
1,568 New
1,568 $371,000
Q3 2022

Oct 13, 2022
SELL
$170.45 - $206.62 $18,919 - $22,934
-111 Reduced 6.38%
1,630 $279,000
Q2 2022

Jul 20, 2022
BUY
$170.7 - $214.67 $297,188 - $373,740
1,741 New
1,741 $307,000

Others Institutions Holding VB

# of Institutions
2,499
Shares Held
165M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

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