A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 6,320 shares of BND stock, worth $458,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,320
Previous 4,275 47.84%
Holding current value
$458,831
Previous $308,000 53.9%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$71.45 - $75.64 $146,115 - $154,683
2,045 Added 47.84%
6,320 $474,000
Q2 2024

Aug 01, 2024

SELL
$70.55 - $72.66 $314,723 - $324,136
-4,461 Reduced 51.06%
4,275 $308,000
Q1 2024

May 08, 2024

BUY
$71.76 - $73.66 $28,345 - $29,095
395 Added 4.74%
8,736 $634,000
Q4 2023

Jan 29, 2024

BUY
$68.04 - $73.9 $567,521 - $616,399
8,341 New
8,341 $613,000
Q1 2023

May 12, 2023

BUY
$71.33 - $74.57 $4,065 - $4,250
57 Added 1.57%
3,692 $272,000
Q4 2022

Feb 14, 2023

SELL
$69.38 - $73.88 $12,696 - $13,520
-183 Reduced 4.79%
3,635 $261,000
Q3 2022

Oct 26, 2022

BUY
$70.77 - $77.08 $270,199 - $294,291
3,818 New
3,818 $272,000

Others Institutions Holding BND

About VANGUARD BD INDEX FD INC TOTAL


  • Ticker BND
  • Sector ETFs
  • Industry ETFs
More about BND
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.