Number of Shares
447,059.00
Current Holdings Value*
$25.49 Mil
% of Portfolio
8.32%
Total Estimate Gain
$4.68 Mil
% of Total Estimate Gain
16.91%

CYPRESS FINANCIAL PLANNING LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 447,059.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $25.49 Mil. This investment constitutes 8.32% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 10 purchases of VEA, at an average price of $46.05, for a total of 601,318.00 shares. In addition, there have been 2 sales at an average price of $45.69 for 154,259.00 shares. Based on historical transaction data and VEA's current price of $56.64, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VEA holdings is $4.68 Mil, reflecting a 16.91% gain to date.

CYPRESS FINANCIAL PLANNING LLC VEA ($56.64) Holding Chart

CYPRESS FINANCIAL PLANNING LLC VEA ($56.64) 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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