Cypress Wealth Services’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Hold |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $649K | Hold |
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|
2024
Q4 | $636K | Hold |
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|
2024
Q3 | $656K | Hold |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $535K | Hold |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $8.2M | Buy |
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|
2020
Q4 | $5.58M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.24M | Sell |
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|
2020
Q1 | $2.14M | Buy |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $382K | Buy |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $463K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $955K | Buy |
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|
2018
Q1 | $837K | Buy |
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|
2017
Q4 | $818K | Buy |
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