Cypress Wealth Services, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 43,847 shares of VYM stock, worth $5.41 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

43,847

Previous 43,966 0.27%

Holding current value

$5.41 Million

Previous $5.61 Million 0.3%

% of portfolio

1.2%

Previous 1.18%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$126.11 - $135.06 $15,007 - $16,072	-119 Reduced 0.27%	43,847 $5.59 Million
Q4 2024 Jan 14, 2025	SELL	$126.68 - $134.74 $141,121 - $150,100	-1,114 Reduced 2.47%	43,966 $5.61 Million
Q3 2024 Oct 08, 2024	SELL	$117.9 - $128.2 $197,010 - $214,222	-1,671 Reduced 3.57%	45,080 $5.78 Million
Q2 2024 Jul 12, 2024	SELL	$114.71 - $121.51 $166,558 - $176,432	-1,452 Reduced 3.01%	46,751 $5.54 Million
Q1 2024 Apr 15, 2024	SELL	$109.98 - $120.99 $266,811 - $293,521	-2,426 Reduced 4.79%	48,203 $5.83 Million
Q4 2023 Jan 10, 2024	SELL	$98.71 - $111.84 $154,086 - $174,582	-1,561 Reduced 2.99%	50,629 $5.65 Million
Q3 2023 Oct 13, 2023	SELL	$103.32 - $110.34 $104,456 - $111,553	-1,011 Reduced 1.9%	52,190 $5.39 Million
Q2 2023 Jul 21, 2023	SELL	$101.36 - $107.68 $179,305 - $190,485	-1,769 Reduced 3.22%	53,201 $5.64 Million
Q1 2023 Apr 07, 2023	SELL	$100.82 - $111.44 $136,812 - $151,224	-1,357 Reduced 2.41%	54,970 $5.8 Million
Q4 2022 Jan 18, 2023	SELL	$96.14 - $113.15 $166,802 - $196,315	-1,735 Reduced 2.99%	56,327 $0
Q3 2022 Oct 14, 2022	SELL	$94.88 - $110.28 $21,822 - $25,364	-230 Reduced 0.39%	58,062 $5.63 Million
Q2 2022 Jul 27, 2022	BUY	$99.2 - $114.57 $30,652 - $35,402	309 Added 0.53%	58,292 $5.93 Million
Q1 2022 Apr 22, 2022	SELL	$107.24 - $115.01 $39,035 - $41,863	-364 Reduced 0.62%	57,983 $6.51 Million
Q4 2021 Jan 19, 2022	SELL	$104.33 - $112.16 $61,033 - $65,613	-585 Reduced 0.99%	58,347 $6.54 Million
Q3 2021 Oct 13, 2021	BUY	$102.3 - $108.36 $21,176 - $22,430	207 Added 0.35%	58,932 $6.09 Million
Q2 2021 Jul 14, 2021	BUY	$101.6 - $107.95 $75,895 - $80,638	747 Added 1.29%	58,725 $6.15 Million
Q1 2021 Apr 28, 2021	BUY	$90.4 - $101.83 $15,820 - $17,820	175 Added 0.3%	57,978 $5.86 Million
Q4 2020 Jan 22, 2021	BUY	$78.88 - $92.1 $460,816 - $538,048	5,842 Added 11.24%	57,803 $5.29 Million
Q2 2020 Jul 15, 2020	SELL	$67.79 - $86.78 $263,025 - $336,706	-3,880 Reduced 6.95%	51,961 $4.09 Million
Q1 2020 Apr 10, 2020	SELL	$60.97 - $94.78 $148,766 - $231,263	-2,440 Reduced 4.19%	55,841 $3.95 Million
Q4 2019 Jan 14, 2020	SELL	$85.84 - $94.47 $44,722 - $49,218	-521 Reduced 0.89%	58,281 $5.46 Million
Q3 2019 Oct 16, 2019	BUY	$88.2 - $89.75 $302,614 - $307,932	3,431 Added 6.2%	58,802 $5.22 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-320 Reduced 0.57%	55,371 $4.84 Million
Q1 2019 Apr 19, 2019	SELL	N/A	-5,100 Reduced 8.39%	55,691 $4.77 Million
Q4 2018 Jan 22, 2019	BUY	N/A	10,459 Added 20.78%	60,791 $4.74 Million
Q3 2018 Oct 19, 2018	BUY	N/A	2,324 Added 4.84%	50,332 $4.38 Million
Q2 2018 Aug 06, 2018	BUY	N/A	1,573 Added 3.39%	48,008 $3.99 Million
Q1 2018 May 01, 2018	BUY	N/A	2,152 Added 4.86%	46,435 $3.83 Million
Q4 2017 Feb 05, 2018	BUY	N/A	44,283	44,283 $3.79 Million

Others Institutions Holding VYM

# of Institutions

1,982

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

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 Whitehall Fds (Vangua Transaction History