Cypress Financial Planning LLC Vanguard Value ETF Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,216 shares of VTV stock, worth $211,304. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,216
Previous 1,301 6.53%
Holding current value
$211,304
Previous $227,000 9.69%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 13, 2025
SELL
$168.32 - $181.87 $14,307 - $15,458
-85 Reduced 6.53%
1,216 $205,000
Q3 2024

Oct 07, 2024
BUY
$159.75 - $174.57 $159 - $174
1 Added 0.08%
1,301 $227,000
Q1 2024

Apr 12, 2024
BUY
$147.46 - $162.86 $191,698 - $211,718
1,300 New
1,300 $211,000

Others Institutions Holding VTV

# of Institutions
2,540
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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