CWA
Cypress Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,893
| Closed | -$1.36M | – | 78 |
|
|
2017
Q2 | $1.36M | Sell |
10,893
-486
| -4% | -$60.5K | 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% | -$150K | 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 | +$1.36M | 0.8% | 36 |
|