Cypress Wealth Services, LLC Vanguard Mid Cap ETF Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 23,474 shares of VO stock, worth $5.91 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

23,474

Previous 24,259 3.24%

Holding current value

$5.91 Million

Previous $6.4 Million 3.13%

% of portfolio

1.31%

Previous 1.37%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$261.5 - $284.63 $205,277 - $223,434	-785 Reduced 3.24%	23,474 $6.2 Million
Q3 2024 Oct 08, 2024	SELL	$237.84 - $263.83 $128,433 - $142,468	-540 Reduced 2.18%	24,259 $6.4 Million
Q2 2024 Jul 12, 2024	SELL	$234.99 - $248.98 $113,735 - $120,506	-484 Reduced 1.91%	24,799 $6 Million
Q1 2024 Apr 15, 2024	SELL	$225.86 - $249.86 $63,918 - $70,710	-283 Reduced 1.11%	25,283 $6.32 Million
Q4 2023 Jan 10, 2024	BUY	$195.66 - $233.95 $36,979 - $44,216	189 Added 0.74%	25,566 $5.95 Million
Q3 2023 Oct 13, 2023	SELL	$206.6 - $228.23 $36,774 - $40,624	-178 Reduced 0.7%	25,377 $5.28 Million
Q2 2023 Jul 21, 2023	SELL	$203.43 - $220.16 $1,017 - $1,100	-5 Reduced 0.02%	25,555 $5.63 Million
Q1 2023 Apr 07, 2023	SELL	$200.2 - $225.98 $18,418 - $20,790	-92 Reduced 0.36%	25,560 $5.39 Million
Q4 2022 Jan 18, 2023	SELL	$186.57 - $217.26 $231,533 - $269,619	-1,241 Reduced 4.61%	25,652 $0
Q3 2022 Oct 14, 2022	SELL	$187.98 - $227.42 $55,078 - $66,634	-293 Reduced 1.08%	26,893 $5.17 Million
Q2 2022 Jul 27, 2022	SELL	$190.36 - $240.41 $256,414 - $323,832	-1,347 Reduced 4.72%	27,186 $5.36 Million
Q1 2022 Apr 22, 2022	SELL	$219.86 - $253.39 $348,697 - $401,876	-1,586 Reduced 5.27%	28,533 $6.79 Million
Q4 2021 Jan 19, 2022	BUY	$236.98 - $261.2 $82,232 - $90,636	347 Added 1.17%	30,119 $7.67 Million
Q3 2021 Oct 13, 2021	BUY	$229.88 - $249.8 $23,217 - $25,229	101 Added 0.34%	29,772 $7.05 Million
Q2 2021 Jul 14, 2021	SELL	$223.23 - $238.25 $1.37 Million - $1.47 Million	-6,154 Reduced 17.18%	29,671 $7.04 Million
Q1 2021 Apr 28, 2021	SELL	$203.74 - $225.89 $95,350 - $105,716	-468 Reduced 1.29%	35,825 $7.93 Million
Q4 2020 Jan 22, 2021	BUY	$176.14 - $208.21 $859,563 - $1.02 Million	4,880 Added 15.53%	36,293 $7.5 Million
Q2 2020 Jul 15, 2020	SELL	$124.34 - $175.42 $258,378 - $364,522	-2,078 Reduced 6.2%	31,413 $5.15 Million
Q1 2020 Apr 10, 2020	SELL	$112.37 - $186.27 $557,130 - $923,526	-4,958 Reduced 12.9%	33,491 $4.41 Million
Q4 2019 Jan 14, 2020	SELL	$162.13 - $178.73 $54,151 - $59,695	-334 Reduced 0.86%	38,449 $6.85 Million
Q3 2019 Oct 16, 2019	SELL	$166.82 - $169.81 $119,609 - $121,753	-717 Reduced 1.82%	38,783 $6.5 Million
Q2 2019 Jul 24, 2019	BUY	N/A	1,485 Added 3.91%	39,500 $6.6 Million
Q1 2019 Apr 19, 2019	BUY	N/A	1,300 Added 3.54%	38,015 $6.11 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-6,518 Reduced 15.08%	36,715 $5.07 Million
Q3 2018 Oct 19, 2018	BUY	N/A	2,004 Added 4.86%	43,233 $7.1 Million
Q2 2018 Aug 06, 2018	BUY	N/A	3,834 Added 10.25%	41,229 $6.5 Million
Q1 2018 May 01, 2018	BUY	N/A	2,524 Added 7.24%	37,395 $5.77 Million
Q4 2017 Feb 05, 2018	BUY	N/A	34,871	34,871 $5.4 Million

Others Institutions Holding VO

# of Institutions

2,301

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Cypress Wealth Services, LLC Vanguard Mid Cap ETF Transaction History