CYPRESS FINANCIAL PLANNING LLC VXF Holdings History
CYPRESS FINANCIAL PLANNING LLC's Vanguard Extended Market Index ETF Holding Summary
As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 113,577.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $21.89 Mil. This investment constitutes 7.14% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.11% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 10 purchases of VXF, at an average price of $156.61, for a total of 135,230.00 shares. In addition, there have been 2 sales at an average price of $153.72 for 21,653.00 shares. Based on historical transaction data and VXF's current price of $198.49, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VXF holdings is $4.69 Mil, reflecting a 22.17% gain to date.
CYPRESS FINANCIAL PLANNING LLC VXF ($198.49) Holding Chart
CYPRESS FINANCIAL PLANNING LLC VXF ($198.49) 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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