Cypress Wealth Services, LLC Vanguard Dividend Appreciation Transaction History

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,955 shares of VIG stock, worth $1.63 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,955
Previous 8,901 0.61%
Holding current value
$1.63 Million
Previous $1.62 Million 0.62%
% of portfolio
0.34%
Previous 0.35%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
54 Added 0.61%
8,955 $1.63 Million
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $168 - $182
1 Added 0.01%
8,901 $1.63 Million
Q4 2023

Jan 10, 2024
SELL
$150.16 - $171.16 $28,079 - $32,006
-187 Reduced 2.06%
8,900 $1.52 Million
Q3 2023

Oct 13, 2023
SELL
$155.38 - $166.95 $8,390 - $9,015
-54 Reduced 0.59%
9,087 $1.41 Million
Q2 2023

Jul 21, 2023
SELL
$152.74 - $162.43 $32,839 - $34,922
-215 Reduced 2.3%
9,141 $1.48 Million
Q1 2023

Apr 07, 2023
SELL
$147.24 - $158.33 $1,619 - $1,741
-11 Reduced 0.12%
9,356 $1.44 Million
Q4 2022

Jan 18, 2023
BUY
$144.84 - $158.71 $144 - $158
1 Added 0.01%
9,367 $0
Q3 2022

Oct 14, 2022
BUY
N/A
3,848 Added 69.74%
9,366 $1.28 Million
Q2 2022

Jul 27, 2022
BUY
N/A
341 Added 6.59%
5,518 $792,000
Q1 2022

Apr 22, 2022
SELL
N/A
-31 Reduced 0.6%
5,177 $840,000
Q4 2021

Jan 19, 2022
SELL
N/A
-75 Reduced 1.42%
5,208 $894,000
Q3 2021

Oct 13, 2021
BUY
N/A
1 Added 0.02%
5,283 $811,000
Q2 2021

Jul 14, 2021
SELL
N/A
-2,687 Reduced 33.72%
5,282 $818,000
Q1 2021

Apr 28, 2021
SELL
N/A
-193 Reduced 2.36%
7,969 $1.17 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-187 Reduced 2.24%
8,162 $1.15 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-4,142 Reduced 33.16%
8,349 $978,000
Q1 2020

Apr 10, 2020
BUY
N/A
1,687 Added 15.61%
12,491 $1.29 Million
Q4 2019

Jan 14, 2020
BUY
N/A
145 Added 1.36%
10,804 $1.35 Million
Q3 2019

Oct 16, 2019
BUY
N/A
203 Added 1.94%
10,659 $1.28 Million
Q2 2019

Jul 24, 2019
BUY
N/A
1,195 Added 12.9%
10,456 $1.2 Million
Q1 2019

Apr 19, 2019
SELL
N/A
-927 Reduced 9.1%
9,261 $1.02 Million
Q4 2018

Jan 22, 2019
BUY
N/A
15 Added 0.15%
10,188 $998,000
Q3 2018

Oct 19, 2018
BUY
N/A
39 Added 0.38%
10,173 $1.13 Million
Q2 2018

Aug 06, 2018
BUY
N/A
1,112 Added 12.33%
10,134 $1.03 Million
Q1 2018

May 01, 2018
BUY
N/A
1,270 Added 16.38%
9,022 $912,000
Q4 2017

Feb 05, 2018
BUY
N/A
7,752
7,752 $791,000

Others Institutions Holding VIG

# of Institutions
2,479
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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