Number of Shares
432,502.00
Current Holdings Value*
$25.87 Mil
% of Portfolio
8.44%
Total Estimate Gain
$289,976.91
% of Total Estimate Gain
1.14%

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

As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 432,502.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $25.87 Mil. This investment constitutes 8.44% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.08% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2024Q1. And since then CYPRESS FINANCIAL PLANNING LLC has made 6 purchases of VGIT, at an average price of $58.56, for a total of 432,502.00 shares. Based on historical transaction data and VGIT's current price of $59.23, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VGIT holdings is $289,976.91, reflecting a 1.14% gain to date.

CYPRESS FINANCIAL PLANNING LLC VGIT ($59.23) Holding Chart

CYPRESS FINANCIAL PLANNING LLC VGIT ($59.23) 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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