Cypress Point Wealth Management, LLC Vanguard Value ETF Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 9,270 shares of VTV stock, worth $1.5 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
9,270
Previous 9,270
-0.0%
Holding current value
$1.5 Million
Previous $1.57 Million
0.89%
% of portfolio
0.58%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,561Shares Held
549MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$19.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$8.74 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.01 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.26 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.15 Billion0.42% of portfolio