CWS
Cypress Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,704
+1,786
| +93% | +$543K | 0.2% | 90 |
|
|
2025
Q1 | $527K | Buy |
1,918
+58
| +3% | +$15.9K | 0.11% | 150 |
|
|
2024
Q4 | $539K | Buy |
1,860
+501
| +37% | +$145K | 0.11% | 148 |
|
|
2024
Q3 | $385K | Buy |
1,359
+15
| +1% | +$4.25K | 0.08% | 183 |
|
|
2024
Q2 | $360K | Buy |
1,344
+38
| +3% | +$10.2K | 0.08% | 175 |
|
|
2024
Q1 | $340K | Sell |
1,306
-1,080
| -45% | -$281K | 0.08% | 180 |
|
|
2023
Q4 | $566K | Buy |
2,386
+128
| +6% | +$30.4K | 0.14% | 126 |
|
|
2023
Q3 | $480K | Buy |
2,258
+16
| +0.7% | +$3.4K | 0.13% | 138 |
|
|
2023
Q2 | $504K | Buy |
2,242
+7
| +0.3% | +$1.57K | 0.13% | 138 |
|
|
2023
Q1 | $456K | Buy |
2,235
+197
| +10% | +$40.2K | 0.13% | 137 |
|
|
2022
Q4 | $390K | Buy |
+2,038
| New | +$390K | 0.13% | 152 |
|
|
2021
Q2 | – | Sell |
-3,761
| Closed | -$777K | – | 308 |
|
|
2021
Q1 | $777K | Buy |
3,761
+11
| +0.3% | +$2.27K | 0.16% | 108 |
|
|
2020
Q4 | $730K | Buy |
+3,750
| New | +$730K | 0.16% | 102 |
|
|
2020
Q1 | – | Sell |
-1,594
| Closed | -$261K | – | 277 |
|
|
2019
Q4 | $261K | Buy |
1,594
+175
| +12% | +$28.7K | 0.07% | 207 |
|
|
2019
Q3 | $214K | Buy |
1,419
+6
| +0.4% | +$905 | 0.06% | 228 |
|
|
2019
Q2 | $212K | Buy |
1,413
+5
| +0.4% | +$750 | 0.06% | 239 |
|
|
2019
Q1 | $204K | Sell |
1,408
-1,493
| -51% | -$216K | 0.06% | 238 |
|
|
2018
Q4 | $370K | Buy |
2,901
+1,514
| +109% | +$193K | 0.15% | 131 |
|
|
2018
Q3 | $208K | Sell |
1,387
-42
| -3% | -$6.3K | 0.07% | 209 |
|
|
2018
Q2 | $201K | Buy |
+1,429
| New | +$201K | 0.08% | 210 |
|