Cypress Wealth Services, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$47.74 - $48.54 $47 - $48	1 Added 0.01%	13,111 $636,000
Q1 2024 Apr 15, 2024	SELL	$47.38 - $47.91 $118,260 - $119,583	-2,496 Reduced 15.99%	13,110 $627,000
Q4 2023 Jan 10, 2024	SELL	$46.72 - $48.12 $138,758 - $142,916	-2,970 Reduced 15.99%	15,606 $741,000
Q3 2023 Oct 13, 2023	SELL	$46.9 - $47.47 $773,850 - $783,255	-16,500 Reduced 47.04%	18,576 $878,000
Q2 2023 Jul 21, 2023	SELL	$47.37 - $48.0 $304,778 - $308,832	-6,434 Reduced 15.5%	35,076 $1.66 Million
Q1 2023 Apr 07, 2023	SELL	$46.62 - $47.83 $1.26 Million - $1.29 Million	-26,992 Reduced 39.4%	41,510 $1.99 Million
Q4 2022 Jan 18, 2023	SELL	$46.71 - $48.22 $516,145 - $532,831	-11,050 Reduced 13.89%	68,502 $0
Q3 2022 Oct 14, 2022	SELL	$48.11 - $50.34 $221,835 - $232,117	-4,611 Reduced 5.48%	79,552 $3.79 Million
Q2 2022 Jul 27, 2022	SELL	$50.05 - $51.06 $41,641 - $42,481	-832 Reduced 0.98%	84,163 $4.22 Million
Q1 2022 Apr 22, 2022	BUY	$50.6 - $52.11 $60,720 - $62,532	1,200 Added 1.43%	84,995 $4.35 Million
Q4 2021 Jan 19, 2022	BUY	$51.18 - $52.61 $722,252 - $742,432	14,112 Added 20.25%	83,795 $4.31 Million
Q3 2021 Oct 13, 2021	BUY	$51.92 - $52.8 $64,900 - $66,000	1,250 Added 1.83%	69,683 $3.66 Million
Q2 2021 Jul 14, 2021	BUY	$51.54 - $52.44 $1.4 Million - $1.42 Million	27,150 Added 65.77%	68,433 $3.59 Million
Q1 2021 Apr 28, 2021	BUY	$51.11 - $51.73 $2.11 Million - $2.14 Million	41,283 New	41,283 $2.13 Million

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

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