Cypress Point Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Cypress Point Wealth Management, LLC

$274 Million
Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 33,986 shares of VTI stock, worth $8.8 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

33,986

Previous 34,259 0.8%

Holding current value

$8.8 Million

Previous $9.93 Million 6.41%

% of portfolio

3.39%

Previous 3.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$271.18 - $303.12 $74,032 - $82,751	-273 Reduced 0.8%	33,986 $9.29 Million
Q4 2024 Jan 21, 2025	BUY	$280.04 - $302.45 $861,683 - $930,638	3,077 Added 9.87%	34,259 $9.93 Million
Q3 2024 Nov 01, 2024	SELL	$255.18 - $283.2 $119,169 - $132,254	-467 Reduced 1.48%	31,182 $8.83 Million
Q2 2024 Jul 26, 2024	BUY	$245.23 - $269.4 $1.8 Million - $1.97 Million	7,329 Added 30.14%	31,649 $8.47 Million
Q1 2024 May 07, 2024	BUY	$232.77 - $260.14 $1.4 Million - $1.56 Million	6,006 Added 32.79%	24,320 $6.32 Million
Q4 2023 Jan 17, 2024	BUY	$203.12 - $238.25 $2.29 Million - $2.69 Million	11,287 Added 160.62%	18,314 $4.34 Million
Q3 2023 Oct 31, 2023	BUY	$211.41 - $228.35 $1.49 Million - $1.6 Million	7,027 New	7,027 $1.49 Million
Q4 2021 Jan 27, 2022	SELL	$221.73 - $242.96 $108,204 - $118,564	-488 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$219.23 - $234.37 $4,823 - $5,156	22 Added 4.72%	488 $108,000
Q2 2021 Aug 04, 2021	BUY	$209.28 - $222.82 $13,812 - $14,706	66 Added 16.5%	466 $104,000
Q1 2021 May 07, 2021	BUY	$191.87 - $208.85 $5,947 - $6,474	31 Added 8.4%	400 $83,000
Q4 2020 Feb 05, 2021	BUY	$166.99 - $194.64 $61,619 - $71,822	369 New	369 $72,000

Others Institutions Holding VTI

# of Institutions

3,399

Shares Held

473M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Cypress Point Wealth Management, LLC Vanguard Total Stock Market Et Transaction History