CWS
Cypress Wealth Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
7,078
-220
| -3% | -$17K | 0.1% | 160 |
|
|
2025
Q1 | $559K | Buy |
7,298
+3,423
| +88% | +$262K | 0.11% | 146 |
|
|
2024
Q4 | $290K | Sell |
3,875
-3
| -0.1% | -$224 | 0.06% | 212 |
|
|
2024
Q3 | $304K | Hold |
3,878
| – | – | 0.06% | 203 |
|
|
2024
Q2 | $290K | Sell |
3,878
-1,033
| -21% | -$77.4K | 0.06% | 195 |
|
|
2024
Q1 | $370K | Buy |
4,911
+1,791
| +57% | +$135K | 0.09% | 173 |
|
|
2023
Q4 | $238K | Sell |
3,120
-4,986
| -62% | -$381K | 0.06% | 212 |
|
|
2023
Q3 | $586K | Sell |
8,106
-3,687
| -31% | -$267K | 0.16% | 117 |
|
|
2023
Q2 | $888K | Buy |
11,793
+8,546
| +263% | +$644K | 0.23% | 84 |
|
|
2023
Q1 | $249K | Sell |
3,247
-1,266
| -28% | -$97.2K | 0.07% | 202 |
|
|
2022
Q4 | $335K | Buy |
4,513
+1,080
| +31% | +$80.3K | 0.11% | 167 |
|
|
2022
Q3 | $251K | Buy |
+3,433
| New | +$251K | 0.09% | 186 |
|
|
2022
Q2 | – | Sell |
-2,911
| Closed | -$238K | – | 230 |
|
|
2022
Q1 | $238K | Buy |
2,911
+458
| +19% | +$37.4K | 0.06% | 207 |
|
|
2021
Q4 | $215K | Sell |
2,453
-30
| -1% | -$2.63K | 0.06% | 214 |
|
|
2021
Q3 | $222K | Sell |
2,483
-91
| -4% | -$8.14K | 0.07% | 202 |
|
|
2021
Q2 | $232K | Hold |
2,574
| – | – | 0.06% | 232 |
|
|
2021
Q1 | $228K | Hold |
2,574
| – | – | 0.05% | 258 |
|
|
2020
Q4 | $239K | Buy |
+2,574
| New | +$239K | 0.05% | 244 |
|
|
2020
Q3 | – | Sell |
-2,574
| Closed | -$240K | – | 23 |
|
|
2020
Q2 | $240K | Sell |
2,574
-33
| -1% | -$3.08K | 0.06% | 227 |
|
|
2020
Q1 | $233K | Buy |
2,607
+9
| +0.3% | +$804 | 0.07% | 212 |
|
|
2019
Q4 | $227K | Sell |
2,598
-56
| -2% | -$4.89K | 0.06% | 223 |
|
|
2019
Q3 | $234K | Hold |
2,654
| – | – | 0.06% | 216 |
|
|
2019
Q2 | $230K | Hold |
2,654
| – | – | 0.07% | 225 |
|
|
2019
Q1 | $223K | Hold |
2,654
| – | – | 0.07% | 220 |
|
|
2018
Q4 | $216K | Buy |
+2,654
| New | +$216K | 0.09% | 187 |
|