Cypress Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $777K | Buy |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $212K | Buy |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $370K | Buy |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $201K | Buy |
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