Cypress Financial Planning LLC Vanguard Financial ETF Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,992 shares of VFH stock, worth $238,761. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,992
Previous 2,144 7.09%
Holding current value
$238,761
Previous $214,000 1.87%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 07, 2024
SELL
$99.27 - $111.21 $15,089 - $16,903
-152 Reduced 7.09%
1,992 $218,000
Q2 2024

Jul 16, 2024
SELL
$95.9 - $103.0 $19,180 - $20,600
-200 Reduced 8.53%
2,144 $214,000
Q1 2024

Apr 12, 2024
SELL
$90.62 - $102.39 $15,586 - $17,611
-172 Reduced 6.84%
2,344 $240,000
Q4 2023

Jan 09, 2024
BUY
$75.97 - $92.67 $191,140 - $233,157
2,516 New
2,516 $232,000

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

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