Cypress Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.08M | Sell |
21,472
-956
| -4% | -$220K | 0.62% | 40 |
|
|
2026
Q1 | $4.82M | Sell |
22,428
-160
| -0.7% | -$35.7K | 0.68% | 40 |
|
|
2025
Q4 | $4.96M | Buy |
22,588
+13,718
| +155% | +$3M | 0.69% | 36 |
|
|
2025
Q3 | $1.91M | Buy |
8,870
+129
| +1% | +$27.1K | 0.31% | 62 |
|
|
2025
Q2 | $1.79M | Buy |
8,741
+39
| +0.4% | +$7.56K | 0.32% | 62 |
|
|
2025
Q1 | $1.69M | Sell |
8,702
-253
| -3% | -$50.3K | 0.34% | 61 |
|
|
2024
Q4 | $1.75M | Buy |
8,955
+54
| +0.6% | +$10.8K | 0.35% | 57 |
|
|
2024
Q3 | $1.76M | Hold |
8,901
| – | – | 0.36% | 56 |
|
|
2024
Q2 | $1.62M | Hold |
8,901
| – | – | 0.36% | 58 |
|
|
2024
Q1 | $1.63M | Buy |
8,901
+1
| +0% | +$176 | 0.38% | 58 |
|
|
2023
Q4 | $1.52M | Sell |
8,900
-187
| -2% | -$30.1K | 0.38% | 55 |
|
|
2023
Q3 | $1.41M | Sell |
9,087
-54
| -0.6% | -$8.75K | 0.39% | 55 |
|
|
2023
Q2 | $1.49M | Sell |
9,141
-215
| -2% | -$33.7K | 0.39% | 57 |
|
|
2023
Q1 | $1.44M | Sell |
9,356
-11
| -0.1% | -$1.69K | 0.42% | 54 |
|
|
2022
Q4 | $1.42M | Buy |
9,367
+1
| +0% | +$149 | 0.46% | 55 |
|
|
2022
Q3 | $1.28M | Buy |
9,366
+3,848
| +70% | +$573K | 0.44% | 57 |
|
|
2022
Q2 | $792K | Buy |
5,518
+341
| +7% | +$51.9K | 0.25% | 80 |
|
|
2022
Q1 | $840K | Sell |
5,177
-31
| -0.6% | -$5K | 0.23% | 80 |
|
|
2021
Q4 | $894K | Sell |
5,208
-75
| -1% | -$12.4K | 0.24% | 73 |
|
|
2021
Q3 | $811K | Buy |
5,283
+1
| +0% | +$159 | 0.24% | 74 |
|
|
2021
Q2 | $818K | Sell |
5,282
-2,687
| -34% | -$412K | 0.22% | 83 |
|
|
2021
Q1 | $1.17M | Sell |
7,969
-193
| -2% | -$27.5K | 0.25% | 85 |
|
|
2020
Q4 | $1.15M | Buy |
+8,162
| New | +$1.11M | 0.26% | 78 |
|
|
2020
Q3 | – | Sell |
-8,349
| Closed | -$1.05M | – | 491 |
|
|
2020
Q2 | $978K | Sell |
8,349
-4,142
| -33% | -$471K | 0.23% | 98 |
|
|
2020
Q1 | $1.29M | Buy |
12,491
+1,687
| +16% | +$201K | 0.38% | 71 |
|
|
2019
Q4 | $1.35M | Buy |
10,804
+145
| +1% | +$17.5K | 0.34% | 85 |
|
|
2019
Q3 | $1.27M | Buy |
10,659
+203
| +2% | +$23.9K | 0.35% | 89 |
|
|
2019
Q2 | $1.2M | Buy |
10,456
+1,195
| +13% | +$134K | 0.35% | 89 |
|
|
2019
Q1 | $1.01M | Sell |
9,261
-927
| -9% | -$97.7K | 0.32% | 91 |
|
|
2018
Q4 | $998K | Buy |
10,188
+15
| +0.1% | +$1.56K | 0.4% | 77 |
|
|
2018
Q3 | $1.13M | Buy |
10,173
+39
| +0.4% | +$4.19K | 0.4% | 73 |
|
|
2018
Q2 | $1.03M | Buy |
10,134
+1,112
| +12% | +$113K | 0.39% | 74 |
|
|
2018
Q1 | $912K | Buy |
9,022
+1,270
| +16% | +$132K | 0.39% | 76 |
|
|
2017
Q4 | $791K | Buy |
+7,752
| New | +$763K | 0.33% | 82 |
|
Other funds holding VIG
HWM
Cypress Wealth Services's VIG Position: Q2 2026 in Review
Cypress Wealth Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q2 2026, selling an estimated $220K and leaving 21,472 shares worth $5.08M. The position accounts for 0.62% of the portfolio, ranked #40.
Cypress Wealth Services first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Cypress Wealth Services held 21,472 shares of Vanguard Dividend Appreciation ETF worth $5.08M as of Q2 2026.
- Cypress Wealth Services sold 956 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $220K.
- Vanguard Dividend Appreciation ETF made up 0.62% of Cypress Wealth Services's portfolio in Q2 2026, its #40 holding.
- Cypress Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.