Cypress Financial Planning LLC Vanguard Value ETF Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
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 1,215 shares of VTV stock, worth $207,558. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,215
Previous 1,216
0.08%
Holding current value
$207,558
Previous $205,000
0.98%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,559Shares Held
547MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.2 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.27 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.43 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.26 Billion0.42% of portfolio