CWA
Cypress Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.98M | Sell |
14,836
-1,010
| -6% | -$203K | 3.41% | 5 |
|
|
2018
Q4 | $2.64M | Sell |
15,846
-991
| -6% | -$165K | 3.63% | 6 |
|
|
2018
Q3 | $3.41M | Buy |
16,837
+47
| +0.3% | +$9.52K | 3.59% | 3 |
|
|
2018
Q2 | $3.05M | Buy |
16,790
+147
| +0.9% | +$26.7K | 3.3% | 6 |
|
|
2018
Q1 | $2.85M | Sell |
16,643
-932
| -5% | -$159K | 3.08% | 8 |
|
|
2017
Q4 | $2.9M | Sell |
17,575
-5,336
| -23% | -$879K | 2.78% | 9 |
|
|
2017
Q3 | $3.48M | Sell |
22,911
-3,100
| -12% | -$471K | 5.63% | 4 |
|
|
2017
Q2 | $3.66M | Sell |
26,011
-15,123
| -37% | -$2.13M | 4.28% | 4 |
|
|
2017
Q1 | $5.58M | Buy |
41,134
+8,877
| +28% | +$1.2M | 2.55% | 6 |
|
|
2016
Q4 | $3.92M | Buy |
32,257
+10,246
| +47% | +$1.24M | 1.79% | 11 |
|
|
2016
Q3 | $2.65M | Buy |
22,011
+317
| +1% | +$38.2K | 1.19% | 16 |
|
|
2016
Q2 | $2.32M | Buy |
21,694
+374
| +2% | +$40K | 1.15% | 18 |
|
|
2016
Q1 | $2.34M | Buy |
21,320
+72
| +0.3% | +$7.89K | 1.07% | 18 |
|
|
2015
Q4 | $2.3M | Hold |
21,248
| – | – | 1.17% | 19 |
|
|
2015
Q3 | $2.13M | Hold |
21,248
| – | – | 1.15% | 17 |
|
|
2015
Q2 | $2.26M | Buy |
+21,248
| New | +$2.26M | 1.32% | 17 |
|