Crestwood Advisors Group LLC Vanguard Small Cap Value ETF Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 2,902 shares of VBR stock, worth $579,036. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,902
Previous 3,227
10.07%
Holding current value
$579,036
Previous $619,000
14.54%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio