Cypress Point Wealth Management, LLC VTI Holdings History
Cypress Point Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 33,986.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.34 Mil. This investment constitutes 2.96% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Cypress Point Wealth Management, LLC has made 8 purchases of VTI, at an average price of $239.25, for a total of 35,214.00 shares. In addition, there have been 3 sales at an average price of $261.89 for 1,228.00 shares. Based on historical transaction data and VTI's current price of $308.03, Cypress Point Wealth Management, LLC's estimated gain on his VTI holdings is $2.37 Mil, reflecting a 28.08% gain to date.
Cypress Point Wealth Management, LLC VTI ($308.03) Holding Chart
Cypress Point Wealth Management, LLC VTI ($308.03) 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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