Cypress Wealth Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $643K | Hold |
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|
2025
Q2 | $588K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $509K | Hold |
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|
2024
Q2 | $496K | Hold |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $661K | Sell |
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|
2021
Q4 | $908K | Hold |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $821K | Sell |
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|
2021
Q1 | $2.15M | Sell |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.79M | Sell |
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|
2020
Q1 | $2.4M | Buy |
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|
2019
Q4 | $2.61M | Sell |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $2.38M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $1.91M | Sell |
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|
2018
Q3 | $2.81M | Buy |
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|
2018
Q2 | $2.53M | Buy |
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|
2018
Q1 | $2.23M | Buy |
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|
2017
Q4 | $2.03M | Buy |
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