Cypress Wealth Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 12,407 shares of VOO stock, worth $6.79 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

12,407

Previous 13,216 6.12%

Holding current value

$6.79 Million

Previous $6.61 Million 0.95%

% of portfolio

1.4%

Previous 1.5%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$475.2 - $527.7 $384,436 - $426,909	-809 Reduced 6.12%	12,407 $6.55 Million
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $61,438 - $68,077	135 Added 1.03%	13,216 $6.61 Million
Q1 2024 Apr 15, 2024	SELL	$429.43 - $481.35 $74,720 - $83,754	-174 Reduced 1.31%	13,081 $6.29 Million
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $206,016 - $239,251	546 Added 4.3%	13,255 $5.79 Million
Q3 2023 Oct 13, 2023	BUY	$392.7 - $420.68 $7,854 - $8,413	20 Added 0.16%	12,709 $4.99 Million
Q2 2023 Jul 21, 2023	BUY	$371.44 - $407.28 $74,288 - $81,456	200 Added 1.6%	12,689 $5.17 Million
Q1 2023 Apr 07, 2023	BUY	$348.66 - $382.94 $138,418 - $152,027	397 Added 3.28%	12,489 $4.7 Million
Q4 2022 Jan 18, 2023	SELL	$327.64 - $374.54 $231,969 - $265,174	-708 Reduced 5.53%	12,092 $0
Q3 2022 Oct 14, 2022	BUY	$328.3 - $395.04 $10,505 - $12,641	32 Added 0.25%	12,800 $4.27 Million
Q2 2022 Jul 27, 2022	SELL	$337.07 - $419.85 $16,516 - $20,572	-49 Reduced 0.38%	12,768 $4.43 Million
Q1 2022 Apr 22, 2022	BUY	$382.7 - $439.25 $161,499 - $185,363	422 Added 3.4%	12,817 $5.32 Million
Q4 2021 Jan 19, 2022	SELL	$394.21 - $439.01 $260,572 - $290,185	-661 Reduced 5.06%	12,395 $5.41 Million
Q3 2021 Oct 13, 2021	SELL	$390.68 - $416.73 $89,856 - $95,847	-230 Reduced 1.73%	13,056 $5.15 Million
Q2 2021 Jul 14, 2021	SELL	$368.16 - $394.32 $5.47 Million - $5.86 Million	-14,865 Reduced 52.8%	13,286 $5.23 Million
Q1 2021 Apr 28, 2021	SELL	$339.03 - $365.24 $783,498 - $844,069	-2,311 Reduced 7.59%	28,151 $10.3 Million
Q4 2020 Jan 22, 2021	SELL	$299.82 - $343.69 $1.65 Million - $1.9 Million	-5,518 Reduced 15.34%	30,462 $10.5 Million
Q2 2020 Jul 15, 2020	SELL	$226.15 - $297.17 $474,915 - $624,057	-2,100 Reduced 5.51%	35,980 $10.2 Million
Q1 2020 Apr 10, 2020	BUY	$204.27 - $310.92 $1.55 Million - $2.35 Million	7,565 Added 24.79%	38,080 $9.02 Million
Q4 2019 Jan 14, 2020	BUY	$264.57 - $296.67 $347,909 - $390,121	1,315 Added 4.5%	30,515 $9.03 Million
Q3 2019 Oct 16, 2019	BUY	$260.57 - $277.38 $712,658 - $758,634	2,735 Added 10.33%	29,200 $7.96 Million
Q2 2019 Jul 24, 2019	BUY	$252.12 - $271.73 $173,710 - $187,221	689 Added 2.67%	26,465 $7.12 Million
Q1 2019 Apr 19, 2019	BUY	$224.5 - $261.43 $598,292 - $696,710	2,665 Added 11.53%	25,776 $6.69 Million
Q4 2018 Jan 22, 2019	SELL	$215.07 - $268.24 $484,552 - $604,344	-2,253 Reduced 8.88%	23,111 $5.31 Million
Q3 2018 Oct 19, 2018	BUY	$248.79 - $269.75 $91,803 - $99,537	369 Added 1.48%	25,364 $6.77 Million
Q2 2018 Aug 06, 2018	SELL	$236.48 - $256.33 $121,787 - $132,009	-515 Reduced 2.02%	24,995 $6.24 Million
Q1 2018 May 01, 2018	BUY	$236.79 - $263.36 $299,776 - $333,413	1,266 Added 5.22%	25,510 $6.18 Million
Q4 2017 Feb 05, 2018	BUY	$231.73 - $247.65 $5.62 Million - $6 Million	24,244	24,244 $5.95 Million

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Cypress Wealth Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History