CWS
Cypress Wealth Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
5,981
-828
| -12% | -$236K | 0.31% | 67 |
|
|
2025
Q1 | $1.75M | Buy |
6,809
+885
| +15% | +$227K | 0.36% | 60 |
|
|
2024
Q4 | $1.6M | Hold |
5,924
| – | – | 0.32% | 64 |
|
|
2024
Q3 | $1.56M | Buy |
5,924
+1
| +0% | +$263 | 0.32% | 63 |
|
|
2024
Q2 | $1.48M | Hold |
5,923
| – | – | 0.33% | 64 |
|
|
2024
Q1 | $1.42M | Sell |
5,923
-1,101
| -16% | -$264K | 0.33% | 63 |
|
|
2023
Q4 | $1.53M | Sell |
7,024
-1,099
| -14% | -$240K | 0.38% | 54 |
|
|
2023
Q3 | $1.59M | Sell |
8,123
-1,360
| -14% | -$266K | 0.44% | 49 |
|
|
2023
Q2 | $1.96M | Buy |
9,483
+1
| +0% | +$206 | 0.51% | 41 |
|
|
2023
Q1 | $1.77M | Buy |
9,482
+2
| +0% | +$374 | 0.52% | 44 |
|
|
2022
Q4 | $1.65M | Buy |
9,480
+2
| +0% | +$348 | 0.53% | 44 |
|
|
2022
Q3 | $1.57M | Buy |
9,478
+1
| +0% | +$166 | 0.54% | 43 |
|
|
2022
Q2 | $1.63M | Sell |
9,477
-2,854
| -23% | -$492K | 0.52% | 52 |
|
|
2022
Q1 | $2.57M | Hold |
12,331
| – | – | 0.7% | 34 |
|
|
2021
Q4 | $2.73M | Hold |
12,331
| – | – | 0.75% | 37 |
|
|
2021
Q3 | $2.48M | Sell |
12,331
-1,131
| -8% | -$227K | 0.74% | 36 |
|
|
2021
Q2 | $2.7M | Sell |
13,462
-791
| -6% | -$159K | 0.74% | 36 |
|
|
2021
Q1 | $2.64M | Hold |
14,253
| – | – | 0.55% | 43 |
|
|
2020
Q4 | $2.51M | Buy |
+14,253
| New | +$2.51M | 0.56% | 42 |
|
|
2020
Q3 | – | Sell |
-20,953
| Closed | -$3M | – | 250 |
|
|
2020
Q2 | $3M | Hold |
20,953
| – | – | 0.71% | 43 |
|
|
2020
Q1 | $2.48M | Hold |
20,953
| – | – | 0.73% | 43 |
|
|
2019
Q4 | $3.1M | Hold |
20,953
| – | – | 0.78% | 39 |
|
|
2019
Q3 | $2.86M | Hold |
20,953
| – | – | 0.78% | 39 |
|
|
2019
Q2 | $2.82M | Hold |
20,953
| – | – | 0.81% | 38 |
|
|
2019
Q1 | $2.72M | Sell |
20,953
-890
| -4% | -$116K | 0.86% | 34 |
|
|
2018
Q4 | $2.51M | Buy |
+21,843
| New | +$2.51M | 0.99% | 31 |
|