Cypress Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10,893	Closed	-$1.36M	–	78
2017 Q2	$1.36M	Sell	10,893 -486	-4%	-$59.9K	1.58%	16
2017 Q1	$1.38M	Hold	11,379	–	–	0.63%	39
2016 Q4	$1.31M	Hold	11,379	–	–	0.6%	41
2016 Q3	$1.27M	Sell	11,379 -1,345	-11%	-$149K	0.57%	42
2016 Q2	$1.36M	Hold	12,724	–	–	0.67%	35
2016 Q1	$1.33M	Hold	12,724	–	–	0.61%	38
2015 Q4	$1.33M	Hold	12,724	–	–	0.67%	33
2015 Q3	$1.26M	Hold	12,724	–	–	0.68%	31
2015 Q2	$1.36M	Buy	+12,724	New	+$1.39M	0.8%	36

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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 Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Cypress Wealth Advisors's VTI Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2017, closing a stake of 10,893 shares — an estimated $1.36M sold.

Cypress Wealth Advisors first reported a position in VTI in Q2 2015 and held it in 9 quarters. The position peaked at $1.38M in Q1 2017. 941 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

Cypress Wealth Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 10,893 Vanguard Total Stock Market ETF shares in Q3 2017, an estimated $1.36M.
Cypress Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.38M in Q1 2017.
941 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.