CYPRESS WEALTH SERVICES, LLC – Vanguard Energy Index Fund Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$635,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.86% | 47 shares | 90K | $101.58 | 5.52K |
| Q2 2022 | share | Increase | +3.52% | 186 shares | 134K | $99.47 | 5.47K |
| Q4 2021 | share | Increase | +1.61% | 84 shares | 26K | $77.38 | 5.29K |
| Q3 2021 | share | Increase | +8.78% | 420 shares | 22K | $73.9 | 5.20K |
| Q2 2021 | share | Increase | +13.60% | 573 shares | 77K | $74.97 | 4.78K |
| Q1 2021 | share | Increase | +6.98% | 275 shares | 82K | $66.59 | 4.21K |
| Q4 2020 | share | Increase | 0.00% | 3.93K shares | 204K | $50.29 | 3.93K |
| Q3 2020 | share | Decrease | -100.00% | -52.41K shares | -2.63M | $38.66 | 0 |
| Q2 2020 | share | Increase | +4.83% | 2.41K shares | 725K | $47.63 | 52.41K |
| Q1 2020 | share | Increase | 0.00% | 50K shares | 1.91M | $35.75 | 50K |