CWS
Cypress Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
23,397
+146
| +0.6% | +$40.9K | 1.17% | 20 |
|
|
2025
Q1 | $6.01M | Sell |
23,251
-223
| -0.9% | -$57.7K | 1.22% | 18 |
|
|
2024
Q4 | $6.2M | Sell |
23,474
-785
| -3% | -$207K | 1.25% | 18 |
|
|
2024
Q3 | $6.4M | Sell |
24,259
-540
| -2% | -$142K | 1.32% | 17 |
|
|
2024
Q2 | $6M | Sell |
24,799
-484
| -2% | -$117K | 1.34% | 17 |
|
|
2024
Q1 | $6.32M | Sell |
25,283
-283
| -1% | -$70.7K | 1.47% | 16 |
|
|
2023
Q4 | $5.95M | Buy |
25,566
+189
| +0.7% | +$44K | 1.48% | 13 |
|
|
2023
Q3 | $5.28M | Sell |
25,377
-178
| -0.7% | -$37.1K | 1.46% | 13 |
|
|
2023
Q2 | $5.78M | Sell |
25,555
-5
| -0% | -$1.13K | 1.52% | 13 |
|
|
2023
Q1 | $5.39M | Sell |
25,560
-92
| -0.4% | -$19.4K | 1.58% | 13 |
|
|
2022
Q4 | $5.23M | Sell |
25,652
-1,241
| -5% | -$253K | 1.68% | 11 |
|
|
2022
Q3 | $5.17M | Sell |
26,893
-293
| -1% | -$56.3K | 1.76% | 12 |
|
|
2022
Q2 | $5.36M | Sell |
27,186
-1,347
| -5% | -$265K | 1.71% | 13 |
|
|
2022
Q1 | $6.79M | Sell |
28,533
-1,586
| -5% | -$377K | 1.85% | 11 |
|
|
2021
Q4 | $7.67M | Buy |
30,119
+347
| +1% | +$88.4K | 2.1% | 6 |
|
|
2021
Q3 | $7.05M | Buy |
29,772
+101
| +0.3% | +$23.9K | 2.11% | 8 |
|
|
2021
Q2 | $7.04M | Sell |
29,671
-6,154
| -17% | -$1.46M | 1.92% | 6 |
|
|
2021
Q1 | $7.93M | Sell |
35,825
-468
| -1% | -$104K | 1.66% | 12 |
|
|
2020
Q4 | $7.5M | Buy |
+36,293
| New | +$7.5M | 1.68% | 12 |
|
|
2020
Q3 | – | Sell |
-31,413
| Closed | -$5.15M | – | 245 |
|
|
2020
Q2 | $5.15M | Sell |
31,413
-2,078
| -6% | -$341K | 1.23% | 17 |
|
|
2020
Q1 | $4.41M | Sell |
33,491
-4,958
| -13% | -$653K | 1.3% | 15 |
|
|
2019
Q4 | $6.85M | Sell |
38,449
-334
| -0.9% | -$59.5K | 1.73% | 9 |
|
|
2019
Q3 | $6.5M | Sell |
38,783
-717
| -2% | -$120K | 1.78% | 9 |
|
|
2019
Q2 | $6.6M | Buy |
39,500
+1,485
| +4% | +$248K | 1.91% | 7 |
|
|
2019
Q1 | $6.11M | Buy |
38,015
+1,300
| +4% | +$209K | 1.93% | 8 |
|
|
2018
Q4 | $5.07M | Sell |
36,715
-6,518
| -15% | -$901K | 2.01% | 6 |
|
|
2018
Q3 | $7.1M | Buy |
43,233
+2,004
| +5% | +$329K | 2.54% | 2 |
|
|
2018
Q2 | $6.5M | Buy |
41,229
+3,834
| +10% | +$604K | 2.47% | 1 |
|
|
2018
Q1 | $5.77M | Buy |
37,395
+2,524
| +7% | +$389K | 2.46% | 4 |
|
|
2017
Q4 | $5.4M | Buy |
+34,871
| New | +$5.4M | 2.24% | 5 |
|