Cypress Wealth Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cypress Wealth Services’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$391K	Buy
2021 Q2	–	Sell
2021 Q1	$374K	Buy
2020 Q4	$317K	Buy
2019 Q1	–	Sell
2018 Q4	$275K	Sell
2018 Q3	$621K	Buy
2018 Q2	$592K	Buy
2018 Q1	$539K	Buy
2017 Q4	$524K	Buy