CWS
Cypress Wealth Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
43,456
-1,478
| -3% | -$123K | 0.65% | 36 |
|
|
2025
Q1 | $3.67M | Sell |
44,934
-163
| -0.4% | -$13.3K | 0.75% | 31 |
|
|
2024
Q4 | $3.62M | Buy |
45,097
+1,004
| +2% | +$80.6K | 0.73% | 31 |
|
|
2024
Q3 | $3.69M | Buy |
44,093
+2,579
| +6% | +$216K | 0.76% | 29 |
|
|
2024
Q2 | $3.32M | Buy |
41,514
+11
| +0% | +$879 | 0.74% | 31 |
|
|
2024
Q1 | $3.34M | Sell |
41,503
-639
| -2% | -$51.4K | 0.78% | 30 |
|
|
2023
Q4 | $3.43M | Sell |
42,142
-81
| -0.2% | -$6.58K | 0.85% | 27 |
|
|
2023
Q3 | $3.21M | Sell |
42,223
-1,014
| -2% | -$77K | 0.89% | 27 |
|
|
2023
Q2 | $3.41M | Sell |
43,237
-924
| -2% | -$73K | 0.9% | 25 |
|
|
2023
Q1 | $3.54M | Sell |
44,161
-4,905
| -10% | -$393K | 1.04% | 25 |
|
|
2022
Q4 | $3.8M | Sell |
49,066
-4,619
| -9% | -$358K | 1.22% | 19 |
|
|
2022
Q3 | $4.05M | Sell |
53,685
-2,874
| -5% | -$217K | 1.38% | 16 |
|
|
2022
Q2 | $4.53M | Sell |
56,559
-7,690
| -12% | -$615K | 1.44% | 15 |
|
|
2022
Q1 | $5.53M | Sell |
64,249
-6,593
| -9% | -$567K | 1.51% | 15 |
|
|
2021
Q4 | $6.57M | Buy |
70,842
+639
| +0.9% | +$59.3K | 1.8% | 9 |
|
|
2021
Q3 | $6.63M | Buy |
70,203
+1,002
| +1% | +$94.6K | 1.98% | 10 |
|
|
2021
Q2 | $6.58M | Buy |
69,201
+956
| +1% | +$90.9K | 1.8% | 10 |
|
|
2021
Q1 | $6.35M | Buy |
68,245
+1,619
| +2% | +$151K | 1.33% | 18 |
|
|
2020
Q4 | $6.47M | Buy |
+66,626
| New | +$6.47M | 1.45% | 14 |
|
|
2020
Q3 | – | Sell |
-64,521
| Closed | -$6.14M | – | 233 |
|
|
2020
Q2 | $6.14M | Sell |
64,521
-1,145
| -2% | -$109K | 1.46% | 12 |
|
|
2020
Q1 | $5.72M | Sell |
65,666
-634
| -1% | -$55.2K | 1.68% | 9 |
|
|
2019
Q4 | $6.06M | Buy |
66,300
+4,158
| +7% | +$380K | 1.53% | 12 |
|
|
2019
Q3 | $5.67M | Buy |
62,142
+2,817
| +5% | +$257K | 1.56% | 12 |
|
|
2019
Q2 | $5.33M | Sell |
59,325
-677
| -1% | -$60.8K | 1.54% | 12 |
|
|
2019
Q1 | $5.21M | Sell |
60,002
-2,259
| -4% | -$196K | 1.65% | 13 |
|
|
2018
Q4 | $5.16M | Buy |
62,261
+1,331
| +2% | +$110K | 2.05% | 5 |
|
|
2018
Q3 | $5.09M | Buy |
60,930
+247
| +0.4% | +$20.6K | 1.82% | 13 |
|
|
2018
Q2 | $5.07M | Buy |
60,683
+998
| +2% | +$83.3K | 1.93% | 8 |
|
|
2018
Q1 | $5.06M | Buy |
59,685
+5,629
| +10% | +$478K | 2.16% | 7 |
|
|
2017
Q4 | $4.72M | Buy |
+54,056
| New | +$4.72M | 1.96% | 11 |
|