CWS
Cypress Wealth Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
8,141
-627
| -7% | -$49.8K | 0.12% | 137 |
|
|
2025
Q1 | $692K | Sell |
8,768
-137
| -2% | -$10.8K | 0.14% | 121 |
|
|
2024
Q4 | $695K | Sell |
8,905
-654
| -7% | -$51K | 0.14% | 117 |
|
|
2024
Q3 | $759K | Hold |
9,559
| – | – | 0.16% | 106 |
|
|
2024
Q2 | $739K | Sell |
9,559
-25
| -0.3% | -$1.93K | 0.16% | 102 |
|
|
2024
Q1 | $741K | Sell |
9,584
-1,719
| -15% | -$133K | 0.17% | 101 |
|
|
2023
Q4 | $875K | Sell |
11,303
-788
| -7% | -$61K | 0.22% | 83 |
|
|
2023
Q3 | $909K | Buy |
12,091
+2
| +0% | +$150 | 0.25% | 73 |
|
|
2023
Q2 | $916K | Buy |
12,089
+5
| +0% | +$379 | 0.24% | 81 |
|
|
2023
Q1 | $921K | Sell |
12,084
-2,011
| -14% | -$153K | 0.27% | 74 |
|
|
2022
Q4 | $1.06M | Sell |
14,095
-320
| -2% | -$24.1K | 0.34% | 72 |
|
|
2022
Q3 | $1.07M | Sell |
14,415
-2,166
| -13% | -$161K | 0.36% | 67 |
|
|
2022
Q2 | $1.26M | Sell |
16,581
-1,064
| -6% | -$81.1K | 0.4% | 57 |
|
|
2022
Q1 | $1.38M | Sell |
17,645
-74
| -0.4% | -$5.78K | 0.38% | 52 |
|
|
2021
Q4 | $1.44M | Buy |
17,719
+5,673
| +47% | +$461K | 0.39% | 59 |
|
|
2021
Q3 | $993K | Sell |
12,046
-2,902
| -19% | -$239K | 0.3% | 68 |
|
|
2021
Q2 | $1.24M | Sell |
14,948
-123
| -0.8% | -$10.2K | 0.34% | 65 |
|
|
2021
Q1 | $1.24M | Sell |
15,071
-741
| -5% | -$61.1K | 0.26% | 79 |
|
|
2020
Q4 | $1.32M | Buy |
+15,812
| New | +$1.32M | 0.29% | 68 |
|
|
2020
Q3 | – | Sell |
-17,404
| Closed | -$1.44M | – | 234 |
|
|
2020
Q2 | $1.44M | Sell |
17,404
-2,976
| -15% | -$246K | 0.34% | 69 |
|
|
2020
Q1 | $1.61M | Sell |
20,380
-2,838
| -12% | -$224K | 0.47% | 64 |
|
|
2019
Q4 | $1.88M | Sell |
23,218
-1,022
| -4% | -$82.8K | 0.47% | 65 |
|
|
2019
Q3 | $1.97M | Buy |
24,240
+579
| +2% | +$46.9K | 0.54% | 59 |
|
|
2019
Q2 | $1.91M | Buy |
23,661
+1,093
| +5% | +$88.2K | 0.55% | 56 |
|
|
2019
Q1 | $1.8M | Sell |
22,568
-5
| -0% | -$399 | 0.57% | 55 |
|
|
2018
Q4 | $1.76M | Buy |
22,573
+2,195
| +11% | +$171K | 0.7% | 42 |
|
|
2018
Q3 | $1.59M | Buy |
20,378
+525
| +3% | +$41K | 0.57% | 51 |
|
|
2018
Q2 | $1.55M | Sell |
19,853
-2,097
| -10% | -$164K | 0.59% | 47 |
|
|
2018
Q1 | $1.72M | Buy |
21,950
+958
| +5% | +$75.2K | 0.73% | 41 |
|
|
2017
Q4 | $1.67M | Buy |
+20,992
| New | +$1.67M | 0.69% | 43 |
|