Cypress Financial Planning LLC Vanguard Intermediate Term Tre Transaction History

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cypress Financial Planning LLC holds 578,081 shares of VGIT stock, worth $34.7 Million. This represents 10.12% of its overall portfolio holdings.

Number of Shares
578,081
Previous 460,231 25.61%
Holding current value
$34.7 Million
Previous $27.6 Million 25.54%
% of portfolio
10.12%
Previous 8.57%

Shares

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

Jan 14, 2026
BUY
$59.84 - $60.54 $7.05 Million - $7.13 Million
117,850 Added 25.61%
578,081 $34.7 Million
Q3 2025

Oct 09, 2025
BUY
$58.97 - $60.36 $1.64 Million - $1.67 Million
27,729 Added 6.41%
460,231 $27.6 Million
Q2 2025

Jul 10, 2025
BUY
$58.63 - $59.9 $1.48 Million - $1.51 Million
25,193 Added 6.19%
432,502 $25.9 Million
Q1 2025

Apr 09, 2025
BUY
$57.44 - $59.4 $250,208 - $258,746
4,356 Added 1.08%
407,309 $24.2 Million
Q4 2024

Jan 13, 2025
BUY
$57.78 - $60.4 $924,248 - $966,158
15,996 Added 4.13%
402,953 $23.4 Million
Q3 2024

Oct 07, 2024
BUY
$57.8 - $60.8 $2.33 Million - $2.45 Million
40,366 Added 11.65%
386,957 $23.4 Million
Q2 2024

Jul 16, 2024
BUY
$57.14 - $58.53 $6.89 Million - $7.05 Million
120,514 Added 53.31%
346,591 $20.2 Million
Q1 2024

Apr 12, 2024
BUY
$58.07 - $59.52 $13.1 Million - $13.5 Million
226,077 New
226,077 $13.2 Million

Others Institutions Holding VGIT

# of Institutions
932
Shares Held
433M
Call Options Held
4K
Put Options Held
5.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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