Cypress Point Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cypress Point Wealth Management, LLC

$228 Million
Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 15,642 shares of VOO stock, worth $8.65 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

15,642

Previous 15,634 0.05%

Holding current value

$8.65 Million

Previous $7.82 Million 5.55%

% of portfolio

3.62%

Previous 4.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$475.2 - $527.7 $3,801 - $4,221	8 Added 0.05%	15,642 $8.25 Million
Q2 2024 Jul 26, 2024	BUY	$455.1 - $504.28 $584,348 - $647,495	1,284 Added 8.95%	15,634 $7.82 Million
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $1.87 Million - $2.1 Million	4,353 Added 43.54%	14,350 $6.9 Million
Q4 2023 Jan 17, 2024	BUY	$377.32 - $438.19 $1.32 Million - $1.54 Million	3,509 Added 54.08%	9,997 $4.37 Million
Q3 2023 Oct 31, 2023	BUY	$392.7 - $420.68 $2.55 Million - $2.73 Million	6,488 New	6,488 $2.55 Million
Q4 2021 Jan 27, 2022	SELL	$394.21 - $439.01 $80,024 - $89,119	-203 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$368.16 - $394.32 $35,711 - $38,249	-97 Reduced 32.33%	203 $80,000
Q1 2021 May 07, 2021	SELL	$339.03 - $365.24 $339 - $365	-1 Reduced 0.33%	300 $109,000
Q4 2020 Feb 05, 2021	BUY	$299.82 - $343.69 $90,245 - $103,450	301 New	301 $104,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Cypress Point Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History