Cypress Wealth Services, LLC Vanguard Value ETF Transaction History
Cypress Wealth Services, LLC
- $652 Million
- Q4 2025
A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,924 shares of VTV stock, worth $734,376. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,924
Previous 3,628
8.16%
Holding current value
$734,376
Previous $676,000
8.58%
% of portfolio
0.11%
Previous 0.12%
Shares
23 transactions
Others Institutions Holding VTV
# of Institutions
2,770Shares Held
587MCall Options Held
159KPut Options Held
37K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio