Crestwood Advisors Group LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,003 shares of IVOO stock, worth $320,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,003
Previous 3,003 -0.0%
Holding current value
$320,540
Previous $297,000 6.73%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$95.6 - $102.96 $9,464 - $10,193
99 Added 3.41%
3,003 $297,000
Q1 2024

May 08, 2024
SELL
$90.9 - $103.01 $909 - $1,030
-10 Reduced 0.34%
2,904 $299,000
Q3 2023

Nov 15, 2023
BUY
$83.66 - $92.16 $243,785 - $268,554
2,914 New
2,914 $246,000

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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.

Choose your preferred platform and Sign Up 👇 Telegram Email