Cypress Wealth Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.63M | Buy |
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|
2025
Q2 | $5.22M | Buy |
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|
2025
Q1 | $4.82M | Buy |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.23M | Sell |
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|
2024
Q2 | $4.91M | Sell |
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|
2024
Q1 | $5.19M | Sell |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q3 | $4.3M | Sell |
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|
2023
Q2 | $4.66M | Buy |
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|
2023
Q1 | $4.29M | Sell |
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|
2022
Q4 | $4.2M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $4.18M | Sell |
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|
2022
Q1 | $5.21M | Sell |
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|
2021
Q4 | $5.67M | Buy |
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|
2021
Q3 | $5.42M | Buy |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $5.25M | Sell |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.37M | Buy |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $4.33M | Buy |
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|
2019
Q3 | $3.99M | Buy |
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|
2019
Q2 | $3.83M | Buy |
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|
2019
Q1 | $3.63M | Sell |
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|
2018
Q4 | $3.18M | Buy |
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|
2018
Q3 | $3.85M | Buy |
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|
2018
Q2 | $3.54M | Buy |
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|
2018
Q1 | $3.12M | Buy |
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|
2017
Q4 | $3.01M | Buy |
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