CYPRESS WEALTH SERVICES, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$1.28M
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +69.74% | 3.84K shares | 492K | $135.16 | 9.36K |
| Q2 2022 | share | Increase | +5.95% | 310 shares | -102K | $143.47 | 5.51K |
| Q4 2021 | share | Decrease | -1.42% | -75 shares | 83K | $171.55 | 5.20K |
| Q3 2021 | share | Increase | +0.02% | 1 shares | -7K | $153.6 | 5.28K |
| Q2 2021 | share | Decrease | -33.72% | -2.68K shares | -354K | $154.1 | 5.28K |
| Q1 2021 | share | Decrease | -2.36% | -193 shares | 20K | $145.78 | 7.96K |
| Q4 2020 | put | Decrease | -100.00% | -8.12K shares | -1.04M | $139.42 | 0 |
| Q4 2020 | share | Increase | 0.00% | 8.16K shares | 1.15M | $139.42 | 8.16K |
| Q3 2020 | share | Decrease | -100.00% | -8.34K shares | -978K | $126.46 | 0 |
| Q3 2020 | put | Increase | 0.00% | 8.12K shares | 1.04M | $126.46 | 8.12K |
| Q2 2020 | share | Decrease | -33.16% | -4.14K shares | -313K | $114.68 | 8.34K |
| Q1 2020 | share | Increase | +15.61% | 1.68K shares | -56K | $100.66 | 12.49K |
| Q4 2019 | share | Increase | +1.36% | 145 shares | 72K | $120.82 | 10.80K |
| Q3 2019 | share | Increase | +1.94% | 203 shares | 71K | $115.33 | 10.65K |
| Q2 2019 | share | Increase | +12.90% | 1.19K shares | 189K | $110.56 | 10.45K |
| Q1 2019 | share | Decrease | -9.10% | -927 shares | 17K | $104.82 | 9.26K |
| Q4 2018 | share | Increase | +0.15% | 15 shares | -128K | $93.21 | 10.18K |
| Q3 2018 | share | Increase | +0.38% | 39 shares | 96K | $104.73 | 10.17K |
| Q2 2018 | share | Increase | +12.33% | 1.11K shares | 118K | $95.71 | 10.13K |
| Q1 2018 | share | Increase | +16.38% | 1.27K shares | 121K | $94.64 | 9.02K |
| Q4 2017 | share | Increase | 0.00% | 7.75K shares | 791K | $95.19 | 7.75K |