A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 2,327 shares of VDE stock, worth $302,626. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,327
Previous 2,290 1.62%
Holding current value
$302,626
Previous $301,000 1.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 01, 2024

BUY
$123.17 - $136.7 $4,557 - $5,057
37 Added 1.62%
2,327 $296,000
Q1 2024

May 08, 2024

BUY
$111.77 - $131.7 $12,294 - $14,486
110 Added 5.05%
2,290 $301,000
Q4 2023

Jan 29, 2024

SELL
$113.37 - $128.78 $65,527 - $74,434
-578 Reduced 20.96%
2,180 $255,000
Q3 2023

Nov 15, 2023

BUY
$110.08 - $130.52 $303,600 - $359,974
2,758 New
2,758 $349,000

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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.