Cypress Financial Planning LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 868 shares of VOO stock, worth $447,809. This represents 0.17% of its overall portfolio holdings.

Number of Shares
868
Previous 744 16.67%
Holding current value
$447,809
Previous $392,000 19.13%
% of portfolio
0.17%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$521.84 - $558.82 $64,708 - $69,293
124 Added 16.67%
868 $467,000
Q3 2024

Oct 07, 2024
SELL
$475.2 - $527.7 $1,425 - $1,583
-3 Reduced 0.4%
744 $392,000
Q2 2024

Jul 16, 2024
BUY
$455.1 - $504.28 $134,709 - $149,266
296 Added 65.63%
747 $373,000
Q1 2024

Apr 12, 2024
BUY
$429.43 - $481.35 $193,672 - $217,088
451 New
451 $216,000

Others Institutions Holding VOO

# of Institutions
3,539
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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