Cypress Wealth Services, LLC Vanguard Small Cap Value ETF Transaction History

Cypress Wealth Services, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 14, 2021	SELL	$166.46 - $180.76 $375,700 - $407,975	-2,257 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$139.89 - $172.72 $4,196 - $5,181	30 Added 1.35%	2,257 $374,000
Q4 2020 Jan 22, 2021	BUY	$111.89 - $142.79 $249,179 - $317,993	2,227 New	2,227 $317,000
Q1 2019 Apr 19, 2019	SELL	N/A	-2,408 Closed	0 $0
Q4 2018 Jan 22, 2019	SELL	N/A	-2,047 Reduced 45.95%	2,408 $275,000
Q3 2018 Oct 19, 2018	BUY	N/A	97 Added 2.23%	4,455 $621,000
Q2 2018 Aug 06, 2018	BUY	N/A	194 Added 4.66%	4,358 $592,000
Q1 2018 May 01, 2018	BUY	N/A	218 Added 5.52%	4,164 $539,000
Q4 2017 Feb 05, 2018	BUY	N/A	3,946	3,946 $524,000

1,541

93.4M

53.2K

22.2K

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Cypress Wealth Services, LLC with notifications on news.