CWA
Cypress Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,096
| Closed | -$255K | – | 75 |
|
|
2017
Q2 | $255K | Hold |
2,096
| – | – | 0.3% | 64 |
|
|
2017
Q1 | $249K | Hold |
2,096
| – | – | 0.11% | 164 |
|
|
2016
Q4 | $236K | Hold |
2,096
| – | – | 0.11% | 168 |
|
|
2016
Q3 | $224K | Hold |
2,096
| – | – | 0.1% | 172 |
|
|
2016
Q2 | $215K | Hold |
2,096
| – | – | 0.11% | 166 |
|
|
2016
Q1 | $206K | Buy |
+2,096
| New | +$206K | 0.09% | 181 |
|
|
2015
Q3 | – | Sell |
-2,046
| Closed | -$220K | – | 193 |
|
|
2015
Q2 | $220K | Buy |
+2,046
| New | +$220K | 0.13% | 134 |
|