Number of Shares
413,772.00
Current Holdings Value*
$34.31 Mil
% of Portfolio
11.2%
Total Estimate Gain
$117,557.00
% of Total Estimate Gain
0.25%

CYPRESS FINANCIAL PLANNING LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 413,772.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $34.31 Mil. This investment constitutes 11.2% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 8 purchases of VCIT, at an average price of $80.85, for a total of 580,645.00 shares. In addition, there have been 4 sales at an average price of $77.32 for 166,873.00 shares. Based on historical transaction data and VCIT's current price of $82.57, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VCIT holdings is $117,557.00, reflecting a 0.25% gain to date.

CYPRESS FINANCIAL PLANNING LLC VCIT ($82.57) Holding Chart

CYPRESS FINANCIAL PLANNING LLC VCIT ($82.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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