Cypress Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.2M | Buy |
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|
2025
Q2 | $7.52M | Buy |
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|
2025
Q1 | $6.58M | Sell |
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|
2024
Q4 | $6.92M | Buy |
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|
2024
Q3 | $6.55M | Sell |
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|
2024
Q2 | $6.61M | Buy |
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|
2024
Q1 | $6.29M | Sell |
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|
2023
Q4 | $5.79M | Buy |
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|
2023
Q3 | $4.99M | Buy |
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|
2023
Q2 | $5.26M | Buy |
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|
2023
Q1 | $4.7M | Buy |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $4.27M | Buy |
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|
2022
Q2 | $4.43M | Sell |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q4 | $5.41M | Sell |
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|
2021
Q3 | $5.15M | Sell |
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|
2021
Q2 | $5.23M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $9.02M | Buy |
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|
2019
Q4 | $9.03M | Buy |
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|
2019
Q3 | $7.96M | Buy |
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|
2019
Q2 | $7.12M | Buy |
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|
2019
Q1 | $6.69M | Buy |
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|
2018
Q4 | $5.31M | Sell |
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|
2018
Q3 | $6.77M | Buy |
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|
2018
Q2 | $6.24M | Sell |
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|
2018
Q1 | $6.18M | Buy |
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|
2017
Q4 | $5.95M | Buy |
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