Cypress Wealth Services, LLC Vanguard Small Cap Value ETF Transaction History

Cypress Wealth Services, LLC

  • $652 Million
  • Q4 2025

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 1,844 shares of VBR stock, worth $378,868. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,844
Holding current value
$378,868
% of portfolio
0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$201.42 - $211.15 $371,418 - $389,360
1,844 New
1,844 $378,000
Q2 2021

Jul 14, 2021
SELL
$166.46 - $180.76 $375,700 - $407,975
-2,257 Closed
0 $0
Q1 2021

Apr 28, 2021
BUY
$139.89 - $172.72 $4,196 - $5,181
30 Added 1.35%
2,257 $374,000
Q4 2020

Jan 22, 2021
BUY
$111.89 - $142.79 $249,179 - $317,993
2,227 New
2,227 $317,000
Q1 2019

Apr 19, 2019
SELL
N/A
-2,408 Closed
0 $0
Q4 2018

Jan 22, 2019
SELL
N/A
-2,047 Reduced 45.95%
2,408 $275,000
Q3 2018

Oct 19, 2018
BUY
N/A
97 Added 2.23%
4,455 $621,000
Q2 2018

Aug 06, 2018
BUY
N/A
194 Added 4.66%
4,358 $592,000
Q1 2018

May 01, 2018
BUY
N/A
218 Added 5.52%
4,164 $539,000
Q4 2017

Feb 05, 2018
BUY
N/A
3,946
3,946 $524,000

Others Institutions Holding VBR

# of Institutions
1,800
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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