Cypress Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cypress Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$5.46M	Sell	49,837 -10,582	-18%	-$1.12M	6.25%	1
2018 Q4	$5.92M	Sell	60,419 -2,073	-3%	-$216K	8.13%	1
2018 Q3	$6.92M	Sell	62,492 -75	-0.1%	-$8.06K	7.27%	1
2018 Q2	$6.36M	Sell	62,567 -9,784	-14%	-$997K	6.88%	1
2018 Q1	$7.31M	Sell	72,351 -7,418	-9%	-$769K	7.92%	1
2017 Q4	$8.14M	Sell	79,769 -32,664	-29%	-$3.22M	7.8%	1
2017 Q3	$10.7M	Sell	112,433 -16,581	-13%	-$1.55M	17.22%	1
2017 Q2	$12M	Sell	129,014 -52,889	-29%	-$4.85M	13.96%	1
2017 Q1	$16.4M	Sell	181,903 -1,651	-0.9%	-$146K	7.47%	1
2016 Q4	$15.6M	Buy	183,554 +5,182	+3%	+$436K	7.14%	1
2016 Q3	$15M	Sell	178,372 -9,604	-5%	-$814K	6.75%	1
2016 Q2	$15.6M	Buy	187,976 +982	+0.5%	+$80.2K	7.73%	1
2016 Q1	$15.2M	Buy	186,994 +969	+0.5%	+$74.3K	6.95%	2
2015 Q4	$14.5M	Sell	186,025 -42,505	-19%	-$3.32M	7.33%	1
2015 Q3	$16.9M	Sell	228,530 -3,472	-1%	-$269K	9.12%	1
2015 Q2	$18.2M	Buy	+232,002	New	+$18.8M	10.66%	1

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Cypress Wealth Advisors's VIG Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q1 2019, selling an estimated $1.12M and leaving 49,837 shares worth $5.46M. The position accounts for 6.25% of the portfolio, ranked #1.

Cypress Wealth Advisors first reported a position in VIG in Q2 2015 and has held it in 16 quarters since. The position peaked at $18.2M in Q2 2015. 1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

Cypress Wealth Advisors held 49,837 shares of Vanguard Dividend Appreciation ETF worth $5.46M as of Q1 2019.
Cypress Wealth Advisors sold 10,582 Vanguard Dividend Appreciation ETF shares in Q1 2019, an estimated $1.12M.
Vanguard Dividend Appreciation ETF made up 6.25% of Cypress Wealth Advisors's portfolio in Q1 2019, its #1 holding.
Cypress Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $18.2M in Q2 2015.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.