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

770

Shares Held

120M

Call Options Held

21.1K

Put Options Held

1.9K

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
Sector ETFs
Industry ETFs

More about VTIP

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.