Cypress Wealth Services, LLC Vanguard Dividend Appreciation Transaction History

Cypress Wealth Services, LLC

$555 Million
Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,870 shares of VIG stock, worth $1.62 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

8,870

Previous 8,741 1.48%

Holding current value

$1.62 Million

Previous $1.59 Million 1.44%

% of portfolio

0.29%

Previous 0.31%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	N/A	129 Added 1.48%	8,870 $1.62 Million
Q2 2025 Jul 28, 2025	BUY	N/A	39 Added 0.45%	8,741 $1.59 Million
Q1 2025 Apr 10, 2025	SELL	N/A	-253 Reduced 2.83%	8,702 $1.59 Million
Q4 2024 Jan 14, 2025	BUY	N/A	54 Added 0.61%	8,955 $1.63 Million
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $168 - $182	1 Added 0.01%	8,901 $1.63 Million
Q4 2023 Jan 10, 2024	SELL	$150.16 - $171.16 $28,079 - $32,006	-187 Reduced 2.06%	8,900 $1.52 Million
Q3 2023 Oct 13, 2023	SELL	$155.38 - $166.95 $8,390 - $9,015	-54 Reduced 0.59%	9,087 $1.41 Million
Q2 2023 Jul 21, 2023	SELL	$152.74 - $162.43 $32,839 - $34,922	-215 Reduced 2.3%	9,141 $1.48 Million
Q1 2023 Apr 07, 2023	SELL	$147.24 - $158.33 $1,619 - $1,741	-11 Reduced 0.12%	9,356 $1.44 Million
Q4 2022 Jan 18, 2023	BUY	$144.84 - $158.71 $144 - $158	1 Added 0.01%	9,367 $0
Q3 2022 Oct 14, 2022	BUY	N/A	3,848 Added 69.74%	9,366 $1.28 Million
Q2 2022 Jul 27, 2022	BUY	N/A	341 Added 6.59%	5,518 $792,000
Q1 2022 Apr 22, 2022	SELL	N/A	-31 Reduced 0.6%	5,177 $840,000
Q4 2021 Jan 19, 2022	SELL	N/A	-75 Reduced 1.42%	5,208 $894,000
Q3 2021 Oct 13, 2021	BUY	N/A	1 Added 0.02%	5,283 $811,000
Q2 2021 Jul 14, 2021	SELL	N/A	-2,687 Reduced 33.72%	5,282 $818,000
Q1 2021 Apr 28, 2021	SELL	N/A	-193 Reduced 2.36%	7,969 $1.17 Million
Q4 2020 Jan 22, 2021	SELL	N/A	-187 Reduced 2.24%	8,162 $1.15 Million
Q2 2020 Jul 15, 2020	SELL	N/A	-4,142 Reduced 33.16%	8,349 $978,000
Q1 2020 Apr 10, 2020	BUY	N/A	1,687 Added 15.61%	12,491 $1.29 Million
Q4 2019 Jan 14, 2020	BUY	N/A	145 Added 1.36%	10,804 $1.35 Million
Q3 2019 Oct 16, 2019	BUY	N/A	203 Added 1.94%	10,659 $1.28 Million
Q2 2019 Jul 24, 2019	BUY	N/A	1,195 Added 12.9%	10,456 $1.2 Million
Q1 2019 Apr 19, 2019	SELL	N/A	-927 Reduced 9.1%	9,261 $1.02 Million
Q4 2018 Jan 22, 2019	BUY	N/A	15 Added 0.15%	10,188 $998,000
Q3 2018 Oct 19, 2018	BUY	N/A	39 Added 0.38%	10,173 $1.13 Million
Q2 2018 Aug 06, 2018	BUY	N/A	1,112 Added 12.33%	10,134 $1.03 Million
Q1 2018 May 01, 2018	BUY	N/A	1,270 Added 16.38%	9,022 $912,000
Q4 2017 Feb 05, 2018	BUY	N/A	7,752	7,752 $791,000

Others Institutions Holding VIG

# of Institutions

2,610

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

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

News

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

Account

Cypress Wealth Services, LLC Vanguard Dividend Appreciation Transaction History